Common Log In Questions

Need help logging in? You’re in the right place.

This article covers the most common log in questions for Client Users and Firm Users. Client User topics appear first, followed by information for Firm Users further down.

I'm a Client User:

How do I get an account? How do I register and log in? I need to reset my password How do I unlock my account? My registration link is expired I need to set up multi-factor authentication (MFA) / 2FA I have lost my 2FA device, what do I do? Why can't I connect to AuditDashboard?

I need help with something else. Email [e-mail]

I'm a Firm User:

How do I register and login? I need to set up 2-factor authentication I need to change or disable my 2-factor authentication What happens if I lose my 2FA device?

I need help with something else. Email [e-mail]