Logging in to TrustEase Administrator's Workstation

To login to TrustEase Administrator's Workstation:

  1. Move to the Login page.

  2. Type your organization's client ID in the Client ID field then press the Tab key.

  3. Type your organization's client password in the first Password field then press the Tab key.

  4. Type your user ID in the User ID field then press the Tab key.

  5. Type your user password in the second Password field.

  6. If the tax year you want to work with is not displayed in the Tax Year drop-down list, select it from the list.

  7. If the Fast-Tax account you want to login to is not displayed in the Fast-Tax account field, click within the field then type the Fast-Tax account you want to login to.

  8. Click the Login button.