Granting Accountant Access with Wise (TransferWise)

Edited

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

  • Log in to your account.

  • Go to Manage on the right side of the page

  • Under Business tools, select Team

  • Select Add team members

  • Enter TristanCPA's information:

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

  • Role: Viewer

  • Click Add at the bottom of the page