Account creation for Licensees and Firm Delegates

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Only your firm's Licensee or Delegate can access the Manage Firm area on our website where they can see and change your firm's name, license PIN, and demographic information. Most firms have a Licensee, but there are some non-accounting firms that have a Firm Delegate instead of a Licensee. Both roles serve as account administrator, product owner, and have the same permissions.

Before you (as the Licensee or Firm Delegate) can access the Manage Firm area, you need to create an account on

You can create all other staff accounts on the Manage Accounts screen.

  1. Visit the My Account page on our website and select Need an account? Create one now. Show me.
  2. Enter your firm ID and ZIP code and then click Continue.
  3. Choose your name from the drop-down list, complete the required fields, and click Continue.

    If your name does not appear in the list, contact Customer Support. If you mark the My name doesn't appear in the list checkbox, you'll create a duplicate account that will not have administrative rights or access to the Manage Firm page.

  4. Enter your email address and password and click Continue.
  5. Mark the checkboxes to receive product release information and other announcements. Scroll to the bottom of the screen and click Finish to create your account. You will receive a confirmation message thanking you for signing up.

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Internal only

Do not share the License PIN with anyone at the firm, including the Licensee/Delegate.

If a Licensee or Firm Delegate needs us to reset their password:

  1. They must give you the License PIN and the physical address to confirm their identity.
  2. If they do not remember their License PIN, they may send a signed letter on company letterhead requesting the password reset.
  3. Reach out to the Customer Support CF/Resolver to request the password reset. The CS CF/Resolver will send you the new password to email to the Licensee or Firm Delegate.