Birch Accounting & Tax Services Ltd.

Login to your ATB account from a desktop computer (not the app)

Go to the administration tab, and select Manage Roles, and click on Add a new role. (If you have set up 2FA you will get a text authorization code at this point)

Add a role Name - we suggest "Accountant User",  Account Access: Banking Services for all accounts, Activity Access: Tax Pay & File, Service Statements, Mastercard Company View, NEXT

Go to the administration tab, and select Manage Users, Add User

UserID=First word in your company name+Accountant (ie ABC Sales Co. would be ABCAccountant)

Password=First word in accountants company name+current year (ie for us = Birch2020) - we will be prompted to change the first time we login

Status=Active

First Name=First Name of Contact (ie for us = Amanda)

Last Name=Last Name of Contact (ie for us = Birch)

Phone = a number for the contact that can receive texts (for 2FA) (ie for us = 587-318-0361)

email = email address of the contact (ie for us = amanda@birchaccounting.ca)

Role = Accountant User (from the setup above)