5/17/2023 0 Comments Cpa site solutions securesendNote: Select “New Client User” to create another Client User.ġ. This Client User is now able to log into the portal using the login credentials you just created. You can then select which firm user receives the notifications.Ħ. Note:You can set which firm users you would like to be notified when a client uses the portal by clicking on the white box labeled “(No Notifications)”. Note:The default settings work for most Clients.ĥ. Set the Access Rights for the Client User. Note:This Password can be changed by the Client at any time.Ĥ. Enter the Firm User’s Contact InformationĮnter the Client’s First Name, Last Name, Company (optional), and his/her Email Address in the fields provided. Note: You can add a Client User when logged in as a Firm Administrator or a Firm User.ģ. To add a Client User simply click on “Add/Modify Client Users”. Note:Click “ New Firm User” if you would like to create another Firm User.ġ. The Firm User has now been created and is now able to log into the portal using the login credentials you just created. Note: The default settings work for most Firm Users.ĥ. Set the Access Rights for the Firm User and click the “ Save” button to continue. Note: This Password can be changed by the Firm User at any time. Enter the Firm User’s Contact Information. For Security reasons Firm Users can not create other Firm Users.ģ. Note: Only Firm Administrators can add Firm Users. To add a Firm User simply click on the user name or email. Please follow the “ Adding Firm Users” instructions below.ġ. Continue to follow the screen prompts until you have logged in. If don’t know your password, please call us at (800)896-4500 and ask for assistance.Ĥ. Login Hint:Your Firm Administrator’s email address is if your domain name is your admin login email address would be also the same password you use to access the Site Manager. Now enter the login credentials for your Firm Administrator. If you do not see the “login” button anywhere on your site, please call us at (800)896-4500 for assistance and/or visit Secure Firm Portal Directly.ģ. Click on the button labeled “L ogin” found at the top of any page…or at the very bottom of any page Your portal automatically sets itself up the first time you login. Client Users logins can only access a select few web applications.Firm Users can access a broad range of web applications and also create client logins.Firm Administrator can create and set access permissions for firm and client users and can manage the firm’s admin rights.There are three levels of access to the portal: Firm Administrator, Firm User, and Client User. The Client/Firm Portal is a secure single sign-on access point for your firm’s online tools.
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