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anita, long beach
January 8, 2015 10:52:26 PM
In reply to anita, long beach
Thank you for visiting TD Helps today, Anita. We will be glad to assist you in adding your accountant online.
Sounds like you have a TD Small Business account and you're currently using our TD BusinessDirect online platform. If so, in order to add your accountant as a Sub-User, please follow the steps below after logging on to your account from here: http://bit.ly/1rvBmq8:
-Click on Users
-Click on Add New Users button which is located on the bottom right corner
-Please complete the required fields such as User ID, Password, First name and Last Name, and then click on Add User button
Once a Sub-User is added, you may click on Manage Roles to assign different roles to your Sub-User.
We highly recommend checking out the Users and Roles Tutorial for the detailed step-by-step instructions. Also, the Users and Roles Tutorial link can be located on the left side of the screen on the Users page, underneath Help & Related Tasks.
If you need additional assistance while adding a Sub-User or setting up your Sub-User roles, our dedicated Small Business Team Specialists are here 24/7 to assist you. They can be reached at 800-493-7562.
If we can assist you again, please feel free to write to us anytime! We hope this helps and enjoy your day.
Luis C, Mount Laurel
January 8, 2015 10:53:03 PM