Access to the unique homepage/welcome page for each firm is from a URL chosen on signup*:
- This consists of a firm name (or abbreviation) followed by .auditassistant.com
- Each firm has an account owner (usually the person signing up for the account)
- This person chooses the URL and their own username and password
- They then set up further users, allocating them with a temporary password that they may then reset themselves
- In the example below the firm Demo and Associates has a shortened URL https://demo.auditassistant.com
To log in, type the firm URL into your browser - this will return a screen as follows:
- Enter username and password then click sign in or enter to access the homepage
- Two-factor authentication is used
- Each user should have their own unique login and password (see users)
- Multiple instances may be open at once say on dual screens, or on more than one computer at a time (different jobs and/or even different parts of the same job)
- May copy and paste comments or attachments between jobs or pages within jobs and drag and drop text or attachments to duplicate to new location or create cross-references
- Any number of users may work on the same job at the same time as all data is updated in real time and tagged with the user name and date of entry
Using multiple accounts
If you are a user on more than one account (say as a peer reviewer or a contractor) you may switch between accounts from the top bar:
Under "switch accounts" you will see other firms that you may sign into.
Note: if you have signed up using a different email address you must sign in separately. So remember the correct email details and passwords for each account. Passwords may be reset from the login page. Contact us if you have any trouble
*The initial URL may be updated if required - contact Audit Assistant to do this. The firm name may be amended without changing the URL if preferred - this may be done by the account owner from the Account and Billing tab.
See Setting up firm logos and letterhead