Manage Audit Firm Access

Use Case: Audit firms can have access to client accounts. Clients can select and existing auditor and grant their auditor access to the client account. Email help@netgain.tech if you don't see your audit firm listed.

Step by Step Instructions: 

1. Navigate to the Admin tab and click Admin Actions > Edit.

2. Click on the Firm Access subtab. Select a Firm and an associated Firm Access Level.