Granting Accountant Access with Divvy
Edited
Log in to your account
Select the People tab on the navigation panel.
Select Add Person on the upper right-hand corner.
Enter TristanCPA's information:
First Name: TristanCPA
Last Name: Accountant
Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Role: Accountant
Click Add Person.
IMPORTANT: Hover over the TristanCPA user and click Send Invite on the right-hand side so that we receive our email invitation.
You will receive a physical card for TristanCPA. You can destroy this card.