Authorizing Vault CPA on your My Account takes less than 5 minutes. Follow the steps below and we'll take care of the rest.
Scroll down on this page and click on "My CRA Account" — your system will open a new page
Scroll down and click on "Sign-in Partner"
Find your own financial institution and click on it
Enter your access card number, your password and then click "Login"
Click on "Text me" — your bank will send you an authorization code
Enter the code and press enter
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
Enter the code and click on "Next"
If you see this page, click on "Set up backup option later" and then click "Next". Otherwise move on to the next slide
Click on your personal profile
Click on your name and when the menu opens, click on "Profile"
Scroll down and click on "Confirm pending authorizations"
Click on "VAULT CPA INC."
Click on "Confirm Authorization" at the bottom of the page
Click on the box and then click on "Submit"
If you see the green "Success", the job is done
If you run into any issues adding Vault CPA as your representative, call or email us and we'll walk you through it.