Using the right credentials for Cloud Connect

When using the TaxCalc Cloud Connect Module, it is important to remember the user credentials that have been created for user and license purposes.

As cloud uses a two-factor authentication process and Advanced Security, this makes remembering the information more important.

License Credentials for activating the application on a new machine:

This is the email address and password that is used to login to the TaxCalc website. The email address must be the one that is registered with the TaxCalc account, and is held by the account holder. If the credentials fail to match, then TaxCalc will not license.

Below is a link that explains more about this issue:

Incorrect customer account details - TaxCalc could not recognise...

Note that it is possible to reset the credentials but TaxCalc support cannot do this for you over the phone due to GDPR policy.

However a reset code can be sent directly to the primary email address.

Logging into the Database/Practice Manager

These credentials are setup by the user and can be edited and reset within the application itself. Each user must have there own username and password for accessing the database. The password must contain the following criteria

• At least 8 characters
• One upper case letter
• One number
• One non-alpha-numeric symbol (e.g. £, @, %, $)

Please note that the username and password cannot be remembered by the program and must be entered manually each time

Advanced Security

When logging into the account on the website, a PIN code will be sent to the primary contact's mobile phone via text message. This code will need to be entered in order to proceed further into the account.

A secondary account can also be created to enable licensing of applications. It can also login to the website account however it will have restricted access.