CRM (Advanced): Reset client password
Clients usually create passwords for themselves when they register, and they can also change a password at any time. However, if a client wants someone else to send a password reset link, a firm owner or team member can do it.
Send link to reset client password
1. Navigate to the Info tab of the account's profile.
2. Click the three dots to the right of the client’s email address, then select Reset password.
3. Click Send. A reset password link will be sent to the user's email.
Note! You cannot reset the password for an archived account.
How do your clients reset password
Once you send reset password link to your client, they follow these steps:
1. Your clients click Reset password in the email you sent them.
2. On the opened page, clients set the eligible password and click Set new password.
3. Clients will then be logged in and redirected to the client portal. They should use a new password the next time they log in.
They will also receive an automatic notification email with the details (time, IP address, location, OS and browser).
Clients didn't receive password reset link
If your clients don't see the email with the password reset link, you can share the Client Help article with them or suggest the following:
- Check your email address: Carefully review your email address to ensure there are no typos or mistakes, such as missing letters or incorrect punctuation.
- Check the Spam folder: If you haven't received our emails, check your Spam folder within your email inbox.
- Whitelist our email: Sometimes, email providers block automatic messages from the system, considering them "unknown." To resolve this, add the email address security@taxdome.com to your email whitelist and try requesting the password reset link again.