Logging In to Client Axcess the First Time

When you log into Client Axcess for the first time, you will receive a one-time verification code to enter when setting up your password and establishing the device you're logging in on as a trusted device.

Note: You must repeat the verification process the first time you log in to Client Axcess in different devices and browsers.

To log in to Client Axcess for the first time, do the following:

1. Click the authentication link in the Welcome email you received.
2. Select how you would like to receive the verification code. Your options are via email, text, or by a phone call if your user profile contains a phone number.
3. Click or tap Send the Code.

Note: You should receive the code within a few seconds. If you do not receive the code, click Resend.

4. Enter your verification code on the Identity Verification screen.
5. If you are on a public computer or device, clear the Trust this device for 90 days box.
6. Click or tap Submit.
7. Enter your password, then enter it again in the Confirm Password box. Your password must be between 8 and 32 characters and contain at least one each of the following:
   • A number
   • A special character
   • An uppercase letter
8. Click or tap Save.
9. Enter your new password.
10. Click Log In.