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Granting Accountant Access with WePay

Edited

  • Log in to your WePay account.

  • Navigate to Settings in the left panel.

  • Then select Members.

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

  • Then click Invite.

TristanCPA will not be able to make changes to your WePay account.