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Onboarding 101

How to Add an Accountant to Your Ramp Account

The reason we need this is to be able to download statements, view transactions as needed, as well as obtain financial summary reports to be able to agree Ramp to the financials. We will not touch any other data.

Log into your Ramp account

  1. Navigate to "People" and select the "Accounting Firms" tab
    Ramp Accounting Firms Tab
  2. Click the "Invite Accounting Firm" button
  3. Enter in Josh Hall's email address:
  4. Designate the "Bookkeeper & AP Clerk" option as the Allowed Role. Then click "Send Invite."
  5. Once we receive your invitation, we will have access to your Ramp account and can assign the relevant bookkeeper users to your account

And you are done! We’ll take it from there.

Thank you!
J. Hall and Company