Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Set up

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
    .
  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.

This article applies to:

  • Product: Account management
  • Subject: User account
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close