Granting Accountant Access with Shoeboxed
Edited
Please grant TristanCPA access to Shoeboxed by following the instructions below.
Log in to your account
Go to Account settings and then click Manage users.
Click the Invite user button in the top right 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.