You can update your contact information, time zone, and password in your Client Portal account settings.
Available fields to change include First Name, Last Name, Email, Phone and Ext., Time Zone, and Password.
|Please note: Your accountant must also change the name displayed on your profile. If you need your name changed in the Client Portal, please reach out to your accountant.
When you sign in to the Client Portal, you’ll need to enter a six-digit code to authenticate your account. By default, the code delivers to your account email. After you enter the code, you’ll access the Client Portal. For more information about logging in with Two-Factor Authentication, click here.
Note: We highly recommend signing up for SMS for 2FA verification as opposed to email. It's much easier for an email to get lost in the shuffle than a text message!
The requested code looks like this:
Once verified, you can use your email or phone number to receive codes to authenticate access to your client portal.
|Troubleshooting: You may have trouble finding the verification email. No worries, though. Try the following tips to see if it resolves your issue.