When creating your user account, or when adding a new account to your existing user account, you must have client information that matches what the firm has for your records to authenticate the access to your invoice(s).
Your client information may also be referred to as your client key or client number.
- Client Number: Enter the client number shown on your Invoice. If your client number includes letters, be sure to type them exactly as printed on your invoice adhering to case sensitivity.
- Invoice Number: You must enter the Invoice number of ANY invoice you have ever received. If your Invoice number includes letters, be sure to type them exactly as printed on your invoice adhering to case sensitivity.
In order to add an account to your user access, you must enter the client information that is provided to you by the firm.
There are a few variations on how firms choose to request you to input your client information. Therefore, when Adding an Account, be sure to follow the on-screen instructions for inputting your client information.
Still having trouble?
While rare, a network firewall on your work PC may prevent your access to your client portal. If you receive a "Client Key Error" message and have entered the correct client number and it's associated invoice number as written on your invoice, you may have a network firewall preventing access.
To test this, access your firm's Client Portal URL (located on their website) from your smartphone or tablet, select to either sign in or "pay invoice without an account", enter you client number and any invoice number associated to the client number.
If you get into the Client Portal with your phone, this means your work PC has a network firewall. Contact your IT administrator to lift the firewall and whitelist anduin.ai domain, allowing all links from that domain to be accessed from your work computer.