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Home Page Getting Started Checklist


Step 1 - Creating Admin Password



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  1. You will need to log into the current tax year under the admin username. If you already have setup your password for your admin username, then skip to step 2 below

  2. You can find your login information listed in the first email you received when purchasing the software, or the reset email you may of received after requesting a password reset for the admin username

  3. Now click here to load the Tax Software in a New Window

  4. If no New Window pops up, make sure to enabled "Pop Ups" for this website

  5. On the login screen you will need to enter your Client ID, Username, and Password

  6. After you are logged in, you will be asked to create a new password

  7. Once you have created a new password, you will need to create a security question and security answer

  8. Now you have successfully created a password for your Admin username, you can now move onto the next setup steps

  9. Click here to move to Step 2 - Creating New Users