Granting Accountant Access with Wave

Edited

Here's how to add a user to your business finances:

  • Log in to your account.

  • Click Settings at the bottom of the left-hand navigation menu.

  • Select Users under "User Management".

  • Click on the Admin panel.

  • Enter TristanCPA's information

  • First Name: TristanCPA

  • Last Name: Accountant

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

  • Click Invite User.