Can I add my CPA into the system so they can check on things?
Yes, a CPA can be added into Striven by creating an Employee using your CPA’s information such as name, phone number, and an email that they will use to login. You can also grant them access with permissions that make sense for them to have. Once they receive the welcome email they can log in and perform their functions in Striven on an ongoing basis. To learn more about how to add an employee to Striven, please reference our Employee Management Guide.