PeopleKeep makes it simple to add your CPA, so they stay in the loop on compliance, taxes, payroll, and other day-to-day operations.
To add a CPA, hover over "Company" at the top of your page and click on "Settings." Then, click on "CPA USERS" from the list of options.
Click on the "Add My CPA" button on the right hand side, then enter the following information:
- First and last name
- Work email
- Work phone number
If you want your CPA to have full administrative privileges, click the "Grant admin privileges?" toggle to "YES".
Click on "Save and Invite" to send an email to your CPA with a link to log in.