Reset a locked account

When a user fails to provide the correct password in three consecutive attempts, TaxWise Online locks the account. Once the account is locked, you need to reset the password so you are able to log in.

If non-Admin users are unable to reset the password, they should contact the Admin. After the Admin resets the password the user will enter their user name in the user name and password boxes. TaxWise Online will prompt the user to change the password.

To reset the Admin password you must contact Customer Support. After the Admin password is reset the user will enter their Registration Code as the password. An electronic authorization will be sent to the email address on file for the account.

To unlock the account, use the following steps:

  1. Click the Click here to reset your locked account link.
  2. Enter the Client ID and User Name of the locked account.
  3. Click Next.
  4. Enter the answer to the security question.
  5. Click Next.
  6. Enter a new password in the New Password box.
  7. Re-enter the new password in the Confirm New Password box.
  8. Click Change Password.
  9. Click Continue.
  10. Select a security question and enter the answer.
  11. Click OK.

TaxWise Online sends an email reporting the change of password to the email address provided when the user name was set up.

See Also:

Log in as the admin user

Log in as a created user

Password requirements for new users