Subscribing to PortalSafe

To subscribe to PortalSafe:

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

PortalSafe dialog box

  1. Click Sign Up Now.

A PortalSafe™ Web page appears.

  1. Click Subscribe at the top of the page.

A new Web page appears.

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

The Client Login page for CCH Small Firm Services appears.

  1. Enter your Client ID, Username and Password; then, click Login.
  2. Follow directions on the Web page to subscribe. Your PortalSafe login credentials will be e-mailed to you when you sign up. They include:
  3. A PortalSafe™ account ID
  4. Your e-mail address
  5. A password

 

See Also:

Store PortalSafe Login Credentials

Telling Customers About PortalSafe