Granting Accountant Access with ChartMogul

Please grant TristanCPA's access to ChartMogul by following the instructions below.

• Log in to your account

• Navigate to Admin > Users

• Select Invite Users.

• Enter TristanCPA's information:

• Name: TristanCPA Accountant

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

• Role: Accountant

• Click Send Invites.