How do I add my CPA to my account?
Managing your reports and documents with your trusted CPA is easy in Journey Central. Follow the steps below to invite your CPA to your Journey Central portal.
- In the left-side menu, click Admin and then JC Accounts.
- Click on the New JC Account button in the top right.
- Fill in the details for your CPA. Be sure to enter their email exactly. It must match the address they use in their partner portal. If you are not sure, ask them.
- Turn Cross-Site Login Only to on. (it will turn red)
- Click Permission Overrides and check the box next to View Payroll Reports
- Click Save
- A Send Invite Code button will appear. Click this to send the invite to your CPA.
That's it. Your CPA has now been invited. They can use the invite code that was mailed to them to activate their account in your portal.