Simple Steps to Regain Access to Your Accounting Portal
In case you're having trouble logging into your accounting portal and your account is already activated, resetting your password is a quick and easy process. Follow these steps to create a new password for your account. If your account hasn’t been activated, please contact your accounting firm for a new invitation to the portal.
Step 1: Initiate Password Reset
Begin the process to reset your password:
- On the login page of your portal, find and click the “Forgot Password?” button.
- A “Forgot Password” window will then appear for you to proceed.
Step 2: Provide Your Email
Provide your registered email address:
- In the provided field, enter the email address associated with your user account.
- Click the “Reset Password” button to receive reset instructions via email.
Step 3: Access Your Reset Email
Check your email for the password reset instructions:
- Go to the email inbox where your original user invitation was sent.
- Look for the password reset email and open it.
Step 4: Reset Your Password
Create your new password:
- In the email, click on the “Reset My Password” button. This will open a new browser window.
- Enter a new, unique password in the “Password” field.
- Re-enter the same password in the “Confirm Password” field for verification.
Step 5: Save and Proceed
Finalize your new password:
- Click the “Save Password” button.
- This action will redirect you back to the login page of your portal.
Step 6: Set Up Two-Factor Authentication
Secure your account with two-factor authentication:
- Upon logging in with your new password, you’ll be prompted to set up two-factor authentication.
- If you need guidance on setting this up, refer to the "Activate Your Account" guide and specifically focus on step number 5.
Resetting your password is designed to be a straightforward process, ensuring you can quickly regain access to your account with enhanced security.