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Account Management

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  • Password Requirements
  • What is the Difference Between a Firm Account and an Individual Account?
  • Email Already in Use
  • FIRM ADMIN: "Email Status Unverified" Message Next to a User's Name
  • Maintenance and Outage email notifications
  • I didn't receive the reset password email to my inbox. What can I do?
  • How to Remove Firm Administrator Approval for New Users
  • How do I remove a case from my Bookmarks?
  • Can eFile send monthly invoices for charges?
  • I changed firms, how do I change my email address to my new firm?
  • I forgot my password/ My Account is Locked / I am unable to sign in
  • How to Reset a Firm User's Password as a Firm Admin
  • How to change my password while signed in
  • Why is "Firm Admin" greyed out?
  • How do I add more Users to the Firm Account?
  • How does a new user get approved?
  • How do I remove a Firm User?
  • How do I remove an Attorney from my firm?
  • How to change the role of a user
  • How do I update the Firm's Information? ( Change address )
  • As an individual user (not a firm account), how can I change my address information within the website?
  • Who do I contact if my attorney number will not verify
  • I accidentally registered an account and need to be part of a firm account or re-register for a different type of account.
  • I didn't receive the activation email, what can I do to activate my account?
  • What attorney number do I use? (By State)
  • How do I create a template and what is it used for?
  • How do I bookmark a case?
  • How do I change the email address associated with my account?
  • How do I delete my account?
  • Who is the Firm Admin? Who is the Firm Admin of my firm account?
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