Granting Accountant Access with Upwork

Please grant TristanCPA access to Upwork by following the instructions below.

• Log in to your account.

• Go to Settings > Members & Permissions.

• Click Invite New User.

• Enter TristanCPA's information:

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

• Username: ClientNameAccountant1

• Name: TristanCPA Accountant

• Permissions: Admin, Finance Only