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Account creation for Licensees and Firm Delegates
Learn to create an account for Licensees and Firm Delegates.
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'll need to create an account on tax.tr.com.
- Go to Create an account on our website.noteThis step is only for a Licensee or Delegate of your firm to set up the initial admin account. All other staff accounts must be set up by the Admin, Licensee, or Delegate of your firm under User access within their Self-Service Portal. Once set up, they'll receive a registration email.
- Enter your Firm ID and ZIP code then selectContinue.
- Enter your contact information and selectContinue.
- Create a password and set up your security question then selectContinue.
- Verify your email by entering the 5-digit code you receive and chooseCreate account.
- Sign in to your account.
Internal use only
important
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:
- They must give you the License PIN and the physical address to confirm their identity.
- If they do not remember their License PIN, they may send a signed letter on company letterhead requesting the password reset.
- 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.
This article applies to:
- Product: Account management,Accounting CS,Engagement Manager,Workpapers CS,UltraTax CS,GoSystem Tax RS
- Subject: User account
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