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Frequently Asked Questions about VSCPA.com - FAQ

 

Thanks for visiting our Frequently Asked Questions (FAQ)! We'll be adding more information as we continue to grow and build our website, so please check back regularly for updates. If you have ANY further questions, please don't hesitate to contact us directly at (800) 733-8272.

Login/Password Information

1. When do I need to log in to VSCPA.com?
Logging in is required to register for events or on-demand courses, access My CPE (to view electronic materials and launch webinars/on-demand courses), apply for or renew VSCPA membership as well as view members-only resources, access firm administrator functionality or contribute to the VSCPA Educational Foundation and VSCPA Political Action Committee. Logging in also allows members to access member pricing for VSCPA products and events.

2. How do I log in to VSCPA.com?
Click the “Log In” icon at the top left of the screen, enter the email address you receive VSCPA communications to and your self-selected password*, then click the “Log In” button.

* IMPORTANT: Effective Oct. 16, 2018, if you had an account on our old website, you MUST reset your password. Follow the instructions in #3 to do so.

3. How do I reset my password?

  1. Click the “Log In” icon at the top left of the screen.
  2. Click the “Reset Your Password” tab.
  3. Enter the email address you receive VSCPA communications to and click “Submit”. If the email address entered matches what we have on file, you will receive an email titled “Password Reset Was Requested” containing a link to reset your password.
  4. Click the link in the email.
  5. Enter and confirm your password, then click "Set Password".
  6. Login to the site using your credentials (email addresss/new password).

NOTE: If the system does not recognize the email address you entered, make sure you’re using an address at which you receive VSCPA email and — if not — reattempt. Otherwise, follow the instructions in #7, email [email protected] or call (800) 733-8272 for assistance.

4. I do know my password. How do I update it?

  1. Log in to the site.
  2. Click the “Menu” icon at the top left of the screen
  3. Click “My Account” from the right menu.
  4. Click the “Update My Profile” tab
  5. Click the “Website Account” tab.

NOTE: Your new password must adhere to our complexity requirements: minimum of 10 characters, including one uppercase and one special character.

5. I forgot my password. What should I do?
See #3 or call us for immediate assistance at (800) 733-8272.

6. I’m a current VSCPA member and/or have purchased from the VSCPA in the past five years. Do I need to create an account?
It’s likely we already have an account on file for you. Please attempt to reset your password; see #3.

7. I’m a new visitor and/or have not purchased from the VSCPA in the past five years and need to create an account. How do I do this?
Welcome!

  1. Click the “Log In” icon at the top left of the screen
  2. Click the “Create Account” tab.
  3. Enter your information and click “Create New Account.”

NOTE: If our system recognizes the email address you enter, you will be notified via an on-screen prompt and should “Reset Your Password” as outlined in #3. Otherwise, after completing the form, you will be redirected where you can log into the site with your credentials and browse at your discretion.

Account Updates

8. How do I update my contact information?

  1. Log in to the site
  2. Click the “Menu” icon at the top left of the screen
  3. Click “My Account” from the right menu.
  4. Click the “Update My Profile” tab.

To change your name, mailing address or phone number, click “General Member Information.” To change your employment information, click “Employment Information”.

If you need to update other information or require assistance, contact us at (800) 733-8272.

9. How do I change which VSCPA emails I receive or stop receiving VSCPA emails entirely?

  1. Click the “Menu” button at the top left of the screen
  2. Click “My Account” in the right menu.
  3. Log in if prompted, then click the “Update My Profile” tab.
  4. Click the “General Member Information” tab.
  5. Scroll down to the “Email Preferences” section.
  6. Select the emails you want to receive from the VSCPA.
  7. If you want to stop receiving VSCPA emails entirely, uncheck all the boxes.

NOTE: Unchecking the boxes will NOT prevent you from receiving payment confirmation emails and/or emails related to accessing upcoming events.

Learning (CPE)

10. How do I register for a course?

  1. Click the “Menu” icon at the top left of the screen, expand “Learning & Events,” then click “CPE Catalog.”
  2. Locate an event or on-demand product by typing its name, ID or expanding and using the available filters to narrow your search.
  3. Once located, click an event’s/on-demand product’s title or the yellow Register Now button at the bottom of each tile to load additional details.
  4. To register, click “Register” and select your material preference and/or sessions (if required) to add to your shopping cart.
  5. To continue shopping, repeat the instructions on accessing the CPE Catalog. To checkout, click the “Cart” icon at the top right of your screen (it should have a numeral indicator beside it reflecting the number of events/on-demand products you’d like to purchase).
  6. Once on the cart page, select or complete your payment information, then verify your order information and complete your purchase.
  7. You will receive a real-time email confirmation containing details related to your registration/purchase.

If you experience any difficulty, contact us at (800) 733-8272.

11. How do I find my CPE history?
In order to obtain a certificate of completion, please contact (800) 733-8272 and we’ll assist you immediately.

12. Where can I find electronic course materials?

  1. Log in to the site.
  2. Click the “Menu” icon at the top left of the screen
  3. Click “My CPE” from the right menu.
  4. Links to electronic materials you selected will appear underneath the name of the course/on-demand product you purchased.
  5. Follow your browser's instructions to download files to the device/media of your choosing.

13. I’m registered for a VSCPA webinar/webcast and can’t log in. What do I do?
We’re sorry you’re having trouble! Please call us at (800) 733-8272 to speak to a staff member for immediate assistance!

14. How do I obtain a certificate of completion for a course?
Please contact us at (800) 733-8272 and we’ll assist you immediately!

Firm Administrators

15. How do I become a firm administrator?
Log in, then click the “Menu” icon at the top left of the screen, then click “Become a Firm Administrator” from the right menu. Click the “Become a Firm Administrator” button from the page and allow up to five days for processing by the VSCPA. Once processed, revisit the site, clicking the “Menu” icon again, then click “Manage My Firm” from the right menu.

NOTE: You must have a place of employment in order to become a firm admin. If you do not, the screen will appear blank. To update your place of employment, click the “Employment Information” tab after accessing “My Account” and selecting “Update My Profile.”

16. How do I update my firm’s roster of employees?

  1. Click the “Menu” icon at the top left of the screen.
  2. Click “Manage My Firm” from the right menu.
  3. Click the “Manage VSCPA Members/Pay Employee Dues” button.
  4. Adding employee(s): Enter their name, CPA license number or email address in the “Add Employees” section and click “Find Employees.” Find the correct employee*, click the check box next to their email address and click the “Apply To Selected Items” button, then click the “Add Employees” button on the next page. 

    * If the employee is not listed, click the “Add An Employee+” button and fill out the form on the next page. You will need to enter the employee’s first and last name, email address, backup email address and gender.
     

  5. Removing employee(s), find them in the list under the “Employees” header, click the “Actions” button and select “Remove employee,” then click the “Remove employee” button on the next page.

17. How do I renew VSCPA membership for my employee(s)?

  1. Click the “Menu” icon at the top left of the screen, then click “Manage My Firm” from the right menu.
  2. Click the “Manage VSCPA Members/Pay Employee Dues” button.
  3. Click the “Pay Employee Dues and Administrative Fees” button, then click the check boxes next to the appropriate employees’ names on the next page.
  4. Review and set contributions to the VSCPA Educational Foundation and VSCPA Political Action Committee. Default contributions are set at $20, but are not required and can be zeroed out individually or in bulk using the “Clear Donation” button at the bottom of the page.
  5. Once you have the members checked and the contributions set appropriately, click the “Pay Employee Dues” button, then click “Checkout” on the next page.
  6. On the checkout page, review your payment information and enter any coupon codes, then click “Continue to Review.”
  7. If everything is correct, click “Pay and Complete Purchase” on the next page.