If you are looking for a way to easily manage your Lacerte Client Portal account, you have come to the right place. In this article, we will show you how to login to your account and access all of its features.
How to login to the Lacerte Client Portal
If you have not already done so, please complete the registration process by clicking on the "Register" button located in the top right corner of this page. Once you are registered and have logged in, you will be able to access all of the features of their Client Portal.
To login to the Client Portal, follow these steps:
1. Click on the "Login" button located in the top right corner of this page.
2. Enter your email address and password in the appropriate fields and click on the "Login" button.
3. You will now be directed to the main screen of the Client Portal. If you are not already registered, click on "Register" to proceed.
How to change your password
If you have forgotten your password, click here to reset it.
How to sign in if you have forgotten your password
If you have forgotten your password, please click here to sign in.
Resetting your password
If you have forgotten your password, follow these steps to reset it.:
1. Log in to the Lacerte Client Portal at https://clientportal.lacerte.com/.
2. Click on the "Forgot Your Password?" link in the upper right corner of the page.
3. Enter your email address andpassword in the fields provided and click on the "Reset Password" button.
4. You will receive an email notification with a link to reset your password. Click on the link to reset your password and confirm your new password.
How to contact Lacerte
Contact Lacerte at: http://www.lacerte.com/contact-us/.
How to manage your account
If you have forgotten your login credentials, or if you need to reset them, follow these steps:
1. Click the "Forgot your password?" link in the "My Account" section of the website.
2. Enter your email address and click on the "Reset Password" button.
3. Confirm your new password by clicking on the "Reset Password" button again.
4. Enter your login credentials in the fields provided and click on the "Login" button.
Conclusion
If you are having issues logging into your Lacerte client portal, please follow these steps:
1. Make sure that you have the latest version of Adobe Acrobat installed on your computer.
2. Open the Acrobat Reader app and click on File > open document…
3. On the Open dialog box, navigate to where you saved the lacerte-client-portal-configuration file (lacerte-client-portal is typically in C:\Program Files\Lacerte Technologies\Lacerte Client Portal) and select it.
4. Click OK to open the configuration file. If prompted by Acrobat, accept the EULA (Acrobat will then start installing some additional features).
5. On the General tab, make sure that Enable SSL is checked and enter your server’s certificate information into Server Name and Port Number fields as appropriate (.pem files can be found in a common directory on your web server