Client Access is a secure online portal provided by the agency managing your account. Depending on how your access has been configured, you may be able to view account information, documents, reports, and other available features.
Use the following steps to sign in to Client Access.
Sign In
Open your web browser and navigate to the Client Access website provided by the agency.
Bookmark the page for quick access in the future.
Enter your Username and Password.
Click Sign In.
First-Time Sign In
The first time you sign in:
Review and update your contact information, if prompted.
Create a password that meets the password requirements.
Save your changes.
Image Displays My Profile Page
Additional Authentication
The agency managing your account may require an additional verification step when you sign in.
If prompted:
Choose to receive your verification code by email or text message (when available).
Check your email or mobile phone for the verification code.
Enter the four-digit verification code.
Select Verify to complete the sign-in process.
Depending on the agency's security settings, you may not need to complete this step every time you sign in from the same device.
Forgot Your Password?
If you've forgotten your password:
Select Did you forget your password?
Enter your email address.
Select Reset Password.
Check your email for your temporary password.
Sign in using your username and temporary password.
Change your password after signing in.
Password Requirements
Your password must meet the password requirements established by the agency.
Typically, passwords must include:
At least 12 characters
One uppercase letter
One lowercase letter
One number
One special character
acceptable password characters: ! # $ * . - _ ^ % ? + @ & ( ) ; < > = ~
Need Help?
If you're unable to sign in or do not receive your verification code, contact the agency that provided your Client Access account for assistance.