Logging In & Managing Your Profile
Accessing your Complyax workspace is secure and role-segregated.
Firm Staff Login
If you are an administrator or an accountant:
Open the Login Page
Navigate to the Complyax login screen.
Enter Credentials
Enter the email address and password associated with your account.
- System Admins (Super Admins) — Log in via the
/api/admin/loginendpoint only. - Firm Employees & Accountants — Log in via the standard
/api/auth/loginpage only.
Redirect to Dashboard
Upon verification, the system redirects you to your firm’s main Dashboard.
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Security Note for Clients: If you are a client uploading documents requested by your accountant, you do not need a password or credentials. Simply use the secure, passwordless magic link sent in your email or WhatsApp chaser message to access your upload portal.
Updating Your Profile
Once logged in, you can update your personal information:
- Click on your profile icon in the navigation menu and select Profile.
- Update your Full Name or Phone Number.
- To change your login credentials, enter your new password in the password fields.
- Click Save Changes.
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Your registered email address is used as your unique identifier and cannot be modified from the profile screen.