Granting Accountant Access with UBS Bank

Please reach out to your banking representative and provide them with TristanCPA's information to create a read-only user:

• First Name: TristanCPA

• Last Name: Accountant

• Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.

• Username: ClientNameAccountant1

• Address:

• 24 School Street Floor 2

• Boston, MA 02108