How do I edit my monthly Newsletter?

Question

I am trying to edit my newsletter, but I can't seem to get to the page where I can edit it.

I have some direction how to get to it,  but I cannot seem to get into the portal where I would edit it.
Is it an Admin e-mail address we need?

Answer 1

You can either use the admin@ email account or if you've got any Firm User accounts set up, anyone who is set up as a Firm User should have access to the Email Marketing System within the portal.  If you're not sure how to log into the portal you can give us a call at 800-896-4500 or email support@cpasitesolutions.com.  Just include your domain name if you email.