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Logging Into The Portal

1. To log into your portal, you’ll either go to the home page of your website (http://www.domain.com) or the virtual version of the site if your site is not live yet.  The link to the virtual version of the site will look something like this: http://cp3.cpasitesolutions.com/~domain/

At the very bottom of the home page there will be a small link that says “Login.”  Click on that:

2. Enter your email address and password for your your account.  If you’re logging in for the first time, refer to the “Welcome To CPA Site Solutions” email that you received.  This will include the email address and password you should use to log in.

This will bring you to the main screen for your portal where you can modify your account, create new portal user accounts, manage your Online Tax Organizer or Email Marketing System.

One Response to “Logging Into The Portal”

  1. Ivy says:

    Hi,

    There was an error when I tried to login. Below is the error message:

    There was a critical error while setting up your Portal account. Please try again. If the problem persists, call our technical support team at 1-800-896-4500.

    Thanks

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