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Add a Representative
to your CRA account.

Authorizing Vault CPA on your My Account takes less than 5 minutes. Follow the steps below and we'll take care of the rest.

Step-by-step walkthrough — 16 slides
Step 1
Step 1

Scroll down on this page and click on "My CRA Account" — your system will open a new page

Step 2
Step 2

Scroll down and click on "Sign-in Partner"

Step 3
Step 3

Find your own financial institution and click on it

Step 4
Step 4

Enter your access card number, your password and then click "Login"

Step 5
Step 5

Click on "Text me" — your bank will send you an authorization code

Step 6
Step 6

Enter the code and press enter

Step 7
Step 7

If you have two-step authorization set up, you will see this page. Click on "Text Me" and the CRA will send you a code. Otherwise move on to the next slide

Step 8
Step 8

Enter the code and click on "Next"

Step 9
Step 9

If you see this page, click on "Set up backup option later" and then click "Next". Otherwise move on to the next slide

Step 10
Step 10

Click on your personal profile

Step 11
Step 11

Click on your name and when the menu opens, click on "Profile"

Step 12
Step 12

Scroll down and click on "Confirm pending authorizations"

Step 13
Step 13

Click on "VAULT CPA INC."

Step 14
Step 14

Click on "Confirm Authorization" at the bottom of the page

Step 15
Step 15

Click on the box and then click on "Submit"

Step 16
Step 16

If you see the green "Success", the job is done

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Need a hand? We'll walk you through it.

If you run into any issues adding Vault CPA as your representative, call or email us and we'll walk you through it.

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