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Account creation 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.
You can create all other staff accounts on the Manage Accounts screen.
  1. Visit the My Account page on our website and select
    Need an account? Create one now
    .
  2. Enter your firm ID and ZIP code then select
    Continue
    .
  3. Choose your name from the dropdown, complete the required fields, and select
    Continue
    .
    important
    If your name isn't on the list, contact Customer Support. If you mark the
    My name doesn't appear in the list
     checkbox, you'll create a duplicate account that won't have administrative rights or access to the Manage Firm page.
  4. Enter your email address and password and select
    Continue
    .
  5. Mark the checkboxes to receive product release information and other announcements. Go to the bottom of the screen and select
    Finish
     to create your account. You'll receive a confirmation message thanking you for signing up.
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:
  1. They must give you the License PIN and the physical address to confirm their identity.
  2. If they do not remember their License PIN, they may send a signed letter on company letterhead requesting the password reset.
  3. 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
  • Subject: User account