What is the Portal?
The Client/Firm Portal is a secure single sign-on access point for your firm’s online tools. There are three levels of access to the portal: Firm Administrator, Firm User, and Client User.
- Firm Administrator can create and set access permissions for form and client users and can manage the firm’s email accounts.
- Firm Users can access a broad range of web applications and also create client logins.
- Client Users logins can only access a select few web applications.
Portal Setup
Your portal automatically sets itself up the first time you login. Here’s how to log into the Portal…
1. Go to your firm’s website.
2. Enter your email address and password, then click on the button labeled “Go” found at the top of any page…
…or click on the link labeled “Login” at the very bottom of any page.
If you do see the “login” button anywhere on your site, please call us at (800)896-4500 for assistance.
3. Now enter the login credentials for your Firm Administrators.
Login Hint:Your Firm Administrator’s email address is admin@[yourdomain].
So, if your domain name is bauerevanscpas.com your admin login email address would be admin@bauerevanscpas.com.
Your Firm Administrator’s Password is the password we originally sent you. It’s also the same password you use to access the Site Manager. If don’t now your password, please call us at (800)896-4500 and ask for assistance.
4. Continue to follow the screen prompts until you have logged in. You will now want to add a firm user. Please follow the “Adding Firm Users” instructions below.
Adding Firm Users
1. To add a Firm User simply click on “Add/Modify Firm Users“.
Note: Only Firm Administrators can add Firm Users. For Security reasons Firm Users can not create other Firm Users.
2. Now click the “New Firm User” button.
3. Enter the Firm User’s Contact Information.
If you would like to send them a welcome message, check the “Send welcome message” box.
Set a Password for this Firm User Account.
Note: This Password can be changed by the Firm User at any time.
4.Access Rights
Set the Access Rights for the Firm User and click the “Save” button to continue.
Note: The default settings work for most Firm Users.
5. The Firm User has now been created and is now able to log into the portal using the login credentials you just created.
Note:Click “New Firm User” if you would like to create another Firm User.
1. To add a Client User simply click on “Add/Modify Client Users”.
2. Click “New Client User”.
Note: You can add a Client User when logged in as a Firm Administrator or a Firm User.
3. Enter the Firm User’s Contact Information
Enter the Client’s First Name, Last Name, Company (optional), and his/her Email Address in the fields provided.
Set a Password for the Client User.
Note:This Password can be changed by the Client at any time.
4. Set the Access Rights for the Client User.
Note:The default settings work for most Clients.
5. Set Notifications for the Client User.
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)”. You can then select which firm user receives the notifications.
6. The Client User has now been created. This Client User is now able to log into the portal using the login credentials you just created.
Note: Select “New Client User” to create another Client User.
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