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Set Up Passwords and Privacy Policy

Updated: Customer Support Agent Edited:

Custom Password Policy

Feature available to all users.

 

Custom Password Policy

 

Note:

Only administrators can perform these actions.

  1. Expert Tax Account | Index
  2. Company
    • Settings
      • Custom Password Policy: Enable
      • Once activated, you will be able to modify and customize user passwords.

LocalImage.png (Moderate)

LocalImage.png (Moderate)

 

Additional Features

 

Additional Features

 
  1. Password History
    • Choose how many past passwords you want to prevent the user from repeating.
  2. Password Expiration
    • Choose how many days the passwords will be valid until they expire.
  3. Reset Passwords
    • Reset passwords for all your users. Users will be required to enter a new password.

Privacy Policy Footer

 Custom Privacy Policy Footer

Add a custom privacy policy link specific to your company to the footer of all Expert Tax related applications.

 

  1. Expert Tax Account | Index
  2. Company
    • Settings
      • Custom Privacy Policy Footer: Enable
      • Once activated, you will be able to modify and customize both the Link Text and the Address of the link.
      • Then, you will have the new link in the footer of the page (both in the Expert Tax account and when entering the program).

LocalImage.png (Moderate)

LocalImage.png (Moderate)

 

If you would like assistance or need more information, please feel free to write to us at support@experttax.com or open a ticket at support.experttax.com and we will assign a technical support staff to contact you as soon as possible.

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