Subscribing to PortalSafe

To subscribe PortalSafe:

1. From the Return Manager, click the PortalSafe™ toolbar button.

PortalSafe dialog box

2. Click Sign Up Now.

A PortalSafe™ Web page appears.

3. Click Subscribe at the top of the page.

A new Web page appears.

4. Under Already a CCH Small Firm Services Customer? click the ATX logo.

The Client Login page for CCH Small Firm Services appears.

5. Enter your Client ID, Username and Password; then, click Login.
6. Follow directions on the Web page to subscribe. Your PortalSafe login credentials will be e-mailed to you when you sign up. They include:

• A PortalSafe™ account ID
• Your e-mail address
• A password

 

See Also:

Store PortalSafe Login Credentials

Telling Customers About PortalSafe