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The user should click the "Forgot your password?" Link on the login page
This will prompt the user to enter their email address (enter the email address that was initially used to register the account)
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Click Send Instructions after entering email address, this sends a link to the email address entered
Clicking the emailed link will redirect the user to the the reset password page where a new password can be entered and saved (minimum 6 characters)
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The same 4 filters from the Forms tab are present on this page so you can easily search your forms.
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Import Functionality
Organization Tab
Under the Organization tab there are 3 sub-sections: Users, Billing, My Organization. You can use these pages to update your organization information, add or remove users from your organization and purchase/manage credits which you need to use TaxScribe Pro.
When you click the Organization tab you see organization detail fields that can be filled out or edited.
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Users
From the users tab you can add people to your organization. When you press Add User you will be taken to the add user screen where you need to enter their information and press save. You must enter the same email address that they use for their TSB or TSP account in order for them to see your organization within their TSP portal.
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