A Straightforward Guide to Access Your Account Quickly and Securely
Navigating to your accounting portal and logging in is a straightforward process designed for your convenience and security. Here’s how you can access your account effortlessly:
Step 1: Find Your Portal URL
Your portal is just a click away:
- Head over to your browser and navigate to your unique firm portal URL, which looks something like this: http://[YourFirmName].firm.ai/.
- If you're unsure about your portal URL, don't hesitate to contact your accounting firm for assistance.
Step 2: Enter Your Login Credentials
Let's get you logged in:
- Once at your portal’s login page, you'll need to enter two key pieces of information:
- Email Address: The one you registered with.
- Password: The unique password you chose during account setup.
Step 3: Verification for Security
Your account's security is our top priority:
- After clicking the “Login” button, you'll be prompted to enter a verification code. This step depends on your chosen two-factor authentication method.
If you use the Authenticator App:
- Open the authenticator app on your phone.
- Find your account's verification code.
- Return to your portal login screen and enter the code in the designated field.
If you use Text Message:
- Check the text message app on your phone for a new message from us.
- Copy the verification code from the text message.
- Head back to your portal login page and paste the code into the verification code field.
Step 4: Complete Your Login
Final step to access your account:
- Once you've entered the verification code, hit “Complete Login”.
- If everything is correct, you'll be successfully logged into your portal and ready to go!
- Encountering issues? If your login details aren't working, simply start over from Step 1.
Logging into your portal should be a breeze, but if you ever need help, we're just a message away. Happy accounting!