Bank and Software Access

Please grant TristanCPA access to Key Bank with the following steps. Log in to your account Click on “Tools” Manage Access Add New Sub-User Enter the...

Please grant TristanCPA access to BMO Harris Bank by following the instructions below: Log in to your account. Go to the "Administration" tab. On the...

Please grant TristanCPA access to BB&T by following the instructions below. Log in to your account. From the "Business Services" menu, select Multip...

Log in to your account. Select the Services & Support tab. Then click Manage Shared Users under “Business Services.” Click Add Shared User. Ente...

Please grant TristanCPA access to Blue Vine by following the instructions below. Log in to your account. Go to Profile & Settings on the left panel....

If you have already added Bank of America as your bank and linked Plaid, skip by clicking the Save or Save credentials button below. Then click ...

To begin, from the Menu, select Administration, and then select Create Users. Enter the required User Information. First Name: TristanCPA Last Name: A...

Please reach out to your representative at AvidBank and request a user for TristanCPA with the following information: First name: TristanCPA Last name...

Please grant TristanCPA access to Avalara by following the instructions below. Log in to Avalara On the "Settings" tab, click Users . On the "Manage...

Log in to your account. From the Administration menu, select Manage Users . Click Create New User . Enter TristanCPA's information: User ID: Clien...

Please grant TristanCPA access to Bank of America by following the instructions below. Log in to your account. Click on the Business Services tab. ...

Please grant TristanCPA access to Braintree by following the instructions below. Log in to your account. Go to Settings by clicking the "gear" icon i...

The master admin must follow these instructions: Log in to Affirm. On the main page, go to Settings > Users . Click the blue plus sign button to add ...

Please have the account holder of your Afterpay request TristanCPA be added to your merchant portal by contacting the Merchant Admin team here with ...

Log in to your TD Bank Confirm you are in the Business view with the toggle in the top right of the screen Click on "Users & Access" tab Click on "Add...

Please grant TristanCPA access to Capital One by following the instructions below. Provide your username and password you use to log in to your Capi...

Please grant TristanCPA access to Brex Card and/or Cash by following the instructions below. Log in to your account as a Brex admin. In your Brex das...

Please grant TristanCPA's view-only access to your Chase account(s) by following the instructions below. Log in to your account. In the top row, clic...

If you have access to your Chase credit card via your Chase Business Bank account: Please fill out the instructions for "Chase Business Bank" connec...

Note: This process will require you (and TristanCPA) to use a hardware token for account access moving forward. If you prefer not to access your acco...

To add TristanCPA as an authorized user: Log in to your account. Click on My Accounts on far left< Click Manage Users on the far right Click the ...

Login to your City National Bank Click on Admin in the top menu panel Then click on Users Click +Create User Enter TristanCPA’s information: Name:...

To create a TristanCPA read-only user: Select Self Service in the upper right corner. Under Access Manager, click Sub User Management . Click Add ...

Note: If you use a hardware token to log in, please send your TristanCPA contact a note so they can give you additional details needed. Please grant T...

Please reach out to onlinebrokerage@firstrepublic.com to request a view-only profile for TristanCPA with the following information below: Name: Tri...

Please add TristanCPA as a user with the following information: Username: ClientNameAccountant1 Email address: <DedicatedEmail>@ tristancpa.com where...

To grant TristanCPA view-only access to your J.P. Morgan Chase account(s), follow the steps below: Log in to your account. Please add TristanCPA as a ...

To grant TristanCPA access to your J.P. Morgan Money account(s), follow the steps below: Log in to your account as an admin. Go to the Admin tab. Cl...

Please grant TristanCPA access to Lending Club (Radius Bank) by following the instructions below. Log in to your account. Click on the settings gear. ...

Log in to MyMerrill. Go to "Account Access" in the Your Account dropdown in the top right corner. Click Get Started Approve Terms and Conditions. En...

Log in to your account. Click on Business Tools . Select Account Delegation . Enter TristanCPA's information: Name: TristanCPA Accountant Online I...

Administrators have the ability to create new users. Navigate to the Administration tab and select Manage Users . Select Create new user . Enter T...

The invite that you are about to send expires within 15 minutes of creation. Please reach out as soon as the TristanCPA account has been created to al...

In the online portal, click on the Administration tab at the top of the page. Select "Add New User". Enter TristanCPA's information (some may not be r...

Please reach out to your banking representative and provide them with TristanCPA's information to create a read-only user: First Name: TristanCPA Last...

Please grant TristanCPA access to Wells Fargo Bank by following the instructions below. Log in to your account. Click on the Security & Support tab...

Please grant TristanCPA access to Wells Fargo CEO by following the instructions below." Log in to your account. Go to Administration and click Creat...

Please grant TristanCPA access to Carta by following the instructions below. Log in to your account. Navigate to Roles and Permissions under Setti...

Please grant TristanCPA access to Walmart Marketplace by following the instructions below: Log in to your account. Click on Settings . In the dropdow...

Please grant TristanCPA access to Airtable by following the instructions below. Click on the big green share button in the header for your team. Wit...

Please grant TristanCPA access to Airbase by following the instructions below. Log in to your account. Navigate to People > Users. Click on the Inv...

Please grant TristanCPA access to Capshare by following the instructions below. Log in to your account. Go to Company > Manage Users in the left me...

If you'd like TristanCPA to create a new A2X account for you, please let your account manager know. For each existing A2X account that you use for Sho...

If you'd like TristanCPA to create a new A2X account for you, please let your account manager know. For each existing A2X account that you use for Ama...

If you do not yet have Bill.com account and would like us to create an account for, please let your TristanCPA account manager know and we can set i...

Log in to your account. Click on Company tab. Select Add Users Click Add User at the bottom of the next screen. Enter TristanCPA's information: ...

Please grant TristanCPA access to Amazon Seller Central and Amazon Pay by following the instructions below. If you're using Amazon Vendor Central, ple...

Please grant TristanCPA access to AngelList Stack by following the instructions below. Log in to your account. Navigate to Permissions under "Compa...

Please grant TristanCPA access to Apple App Store Connect by following the instructions below. Log in to your account with your Apple ID. From the ho...

Please grant TristanCPA access to Abacus by following the instructions below: Log in to your account. Toggled to the Admin tab in the top left hand...

Please grant TristanCPA access to Authorize.net by following the instructions below. Log in to the Merchant Interface. Click Account from the mai...

Please grant TristanCPA access to Arc by following the instructions below. Log in to your Arc account. On the bottom right of your homepage, click S...

Please email your Implementation Specialist and ask that they register TristanCPA for view-only access to the account using the following info: Online...

Log into ADP TotalSource as an Administrator. Navigate to Setup > Manage Partners > Accountant Connect Click Add Accounting Firm Enter either Accou...

Please grant TristanCPA access to Chargebee by following the instructions below. Log in to your account. Go to Settings and click Team Members . S...

Please grant TristanCPA's access to ChartMogul by following the instructions below. Log in to your account Navigate to Admin > Users Select Invite U...

Login to your account Navigate to Settings from the sidebar menu. Select Manage Users Select Invite Users First Name: TristanCPA Last Name: Accoun...

Please grant TristanCPA access to Clerky by following the instructions below. Log in to your account. Click Teams in the main navigation at the top...

Please grant TristanCPA access to DEAR Sustems by following the instructions below. Log in to your account. Navigate to Settings → Users & Roles. On ...

Please grant TristanCPA access to Deel by following the instructions below. Log in to your Deel account. Select the Organization Settings tab on th...

Log in to your account. Click Menu > Settings . Click Manage Users . Click Add user Enter TristanCPA's information: First name: TristanCPA Last nam...

Please grant TristanCPA access to eBay by following the instructions below. Log in to your account. Click on your profile ("Hi Your_Name!") on the top...

Log in to your account. Go to the People page Click on the + Member button Enter TristanCPA's information: First Name: TristanCPA Last Name: Ac...

Please grant TristanCPA access to Expensify by following the instructions below. Log in to your account. You cannot set this up on the mobile app at ...

Please grant TristanCPA access to Freshbooks as an accountant by following the instructions below. Log in to your Freshbooks account Go to the People ...

Please add TristanCPA to Guideline by following the instructions below. You must be a Plan Sponsor to add TristanCPA. Log in to your Plan Sponsor das...

Please grant TristanCPA access to Gust Launch with the instructions below. Log in to your account. Click your name in the upper right, then select A...

Please grant TristanCPA access to Gusto by following the instructions below. Only the primary admin on this account can add TristanCPA. Log in to you...

Please grant TristanCPA access to Harvest by following the instructions below. Log in to your account. Go to Team and click the + Add Person butt...

Log in to your account. Go to the Team tab. Click the Add button in the upper right corner. Select Add to team directly . Enter TristanCPA's inf...

Please grant TristanCPA access to Hubspot by following the instructions below. Log in to your account. In your HubSpot account, click the settings ic...

Log in to your account. Go to the Settings section in the left sidebar of the app. Click on Team in the Business Settings section. Click Invite ...

Please create a non-employee user account for TristanCPA access by following the instructions below. Go to Security , and click Client Users Click ...

Log in to your account. Click on Team Management in the left panel. Click Invite User . Enter TristanCPA's information: First name: TristanCPA Last...

Please grant TristanCPA access to Justworks by following the instructions below. Navigate to the Employees tab under "Manage" on the left navigation...

Login and select the Users tab to add TristanCPA as a user. Please use the following if needed: Name: TristanCPA Accountant Email: <DedicatedEmail>@ ...

Prior to granting TristanCPA access to your Koinly, please ensure that you have purchased a Koinly Subscription plan (Newbie, Hodl, or Trader) based o...

Please follow these instructions to share access to your cap table with TristanCPA: Log in to your account. On the left panel, select the share icon ...

Please add TristanCPA as a user with the following information: User role: Accountant Name: TristanCPA Accountant Username: ClientNameAccountant1 Emai...

Please grant access to Melio with the instructions below. Log in to your account. In Melio’s left-hand toolbar, select Settings . Click on Manage u...

Please grant TristanCPA access to Mercury by following the instructions below. Log in to your account. Click the icon with your initials and navigate...

Please grant TristanCPA access to Monday.com by following the instructions below: Log in to your account. Click on the Invite Members icon in the ...

Please share your Notion page(s) with TristanCPA using the steps below: Click Share at the top right of the Notion page you want to share with Trist...

TristanCPA will need the following steps completed to request access to your Paychex account: Please share your Company name and Paychex account numbe...

Log in to your account as an administrator. Navigate to User Accounts and add a "Non-Employee User" account. Fill out out the details as follows: U...

Please grant TristanCPA access to Paypal by following the instructions below. Log in to your PayPal account. Click on your profile icon at the top ri...

Please grant secure access to your Plane payroll account by following the instructions below. Log in to your Plane account as an admin or a manager. ...

Log in to your account. Navigate to account settings. Enter TristanCPA's email: <DedicatedEmail>@ tristancpa.com where Dedicated Email is the email ...

Please grant TristanCPA access to Pry by following the instructions below. Log in to your account. Head to your Project Members page Invite TristanC...

Please follow the steps below to add TristanCPA to Pulley. Log in to Pulley. Select Profile under the “Company” subsection in the left navigation Then...

If you access your Quickbooks Commerce (Tradegecko) in Quickbooks Online, please follow the steps below: Log in to QuickBooks Online Click the gear ic...

Please add TristanCPA as an accounting firm to Quickbooks by following the instructions below. Log in to QuickBooks Online. Click the gear icon at t...

Please note that QuickBooks Payroll is not the same as Intuit Payroll. Please double-check which payroll system you're using. For QuickBooks Payroll Q...

Please grant TristanCPA access to Quickbooks Time by following the instructions below. Log in to your account Go to  My Team on the left panel. Clic...

Please grant TristanCPA access to Ramp with the following steps. Log in to Ramp using this link Click on the Company tab on the left side of the pa...

To grant TristanCPA access to your Royal Bank of Canada, follow the instructions below: Log in into your account Click on Administration on the hom...

Go to your Users control panel . Click Invite User to access the invitation page. Enter TristanCPA's information Email: <DedicatedEmail>@ tristanc...

Please grant TristanCPA access to Remote by following the instructions below. Log in to your account. Navigate to Company details in the left-hand ...

Please grant TristanCPA access to Rho Bank by following the instructions below. Log in to your account. Click on the Admin button on the left toolba...

Please grant TristanCPA access to Rippling by following the instructions below. Log in to your account as a Super admin. Navigate to the Settings "ge...

Please grant TristanCPA access to Routable by following the instructions below. Log in to your account. Go to profile in the bottom left corner, and c...

Please create a user for TristanCPA using the following information: Name: TristanCPA Accountant Email: <DedicatedEmail>@ tristancpa.com where Dedica...

Log in to your account. Click on HR Services, new administrator to submit a new request for a new administrator for TristanCPA with the following inf...

Please share access to Settle with the following steps: Log in to your account. Go to your settings by clicking on the gear icon in the top right co...

Please grant TristanCPA access to Shareworks by following the instructions below. Log in to your account. Go to Company > Manage Users in the left m...

Log in to your account. Go to Account settings . Click on Manage Users tab at the top right. Enter TristanCPA's email address: <DedicatedEmail>@ tr...

Log in to your account Select the People tab on the navigation panel. Select Add Person on the upper right-hand corner. Enter TristanCPA's inform...

Sign in to your Play Console On the left menu, go to Invite new users Enter TristanCPA's information: Email address: <DedicatedEmail>@ tristancpa.c...

Please grant TristanCPA access to ShipHero by following the instructions below. Log in to your account. Navigate to My Account > Users Click Add Use...

Please grant TristanCPA access to ShipStation by following the instructions below. Log in to your account. Click on the gear icon on the top, right co...

Please grant TristanCPA access to Shoeboxed by following the instructions below. Log in to your account Go to Account settings and then click Mana...

Please grant TristanCPA access to Shopify by following the instructions below. Log in to your account. From your Shopify admin account, go to Settin...

Please add TristanCPA as a staff member to your Shopify Partner account using the instructions below. You need to be the store owner, or have the Edit...

Please grant TristanCPA access to Silicon Valley Bank Go Login to your bank account. On the left panel, click on the Admin tab. Click on the Add u...

Please grant TristanCPA access to Square by following the instructions below. Log in to your account Go to  Team  on the left panel of your online Sq...

Please grant TristanCPA access to Squarespace with the steps below. Log in to your account. In the Home Menu, click Settings , and then click Permi...

Please grant TristanCPA view-only access to Stripe by completing both steps below. Note that TristanCPA requires both view-only Dashboard access to ...

Log in to your account. Navigate to Account in the navigation bar of your Dashboard. Select Users & Roles . Click Invite New User . Enter Tristan...

Please grant TristanCPA access to Tipalti by following the instructions below: Log in to your account (you must have the Payer Administration role to ...

Log in to your account. Click Company Settings . Select Invite . Enter TristanCPA's information: Email: <DedicatedEmail>@ tristancpa.com where De...

Please grant TristanCPA access to TriNet Payroll by following the instructions below. Log in to your TriNet account. From the "Admin/Manager" view on...

Log in to your account. Click on the Invite User button in the Users tab of your Admin Dashboard. Enter TristanCPA's information: First Name: Tr...

Please grant TristanCPA access to Upwork by following the instructions below. Log in to your account. Go to Settings > Members & Permissions . Click...

Log in to your account and click "Settings" Click on "Users" and then press the "+Add User" button. Fill out the form as follows: Email: <DedicatedE...

Log in to your account. On the left, you will see a Dashboard. Scroll down, and select Users . Select Add New . Enter TristanCPA's information: Use...

Submit an email request to support@wagepoint.com , asking to add TristanCPA Accountant to your company account as an administrator. Name: TristanCPA...

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 ...

Log in to your WePay account. Navigate to Settings in the left panel. Then select Members . Enter TristanCPA's email: <DedicatedEmail>@ tristancpa...

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 Unde...

Log in to your account. Click on the Company Profile app icon, below your employee listing. Click the Administrators link in the left column. Scr...

Log in to your account. Click on the Gear icon and select Users & Roles . Click on the Invite User button provided on the top right hand side of ...