Granting Accountant Access with Taxjar
Edited
Log in to your account.
Navigate to Account in the navigation bar of your Dashboard.
Select Users & Roles.
Click Invite New User.
Enter TristanCPA's information:
First Name: TristanCPA
Last Name: Accountant
Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Permission Level: Member
TristanCPA will receive an activation email.