Sign up, sign in, switch company

Purpose

Create a KinraSoft login, confirm the email, sign in, move between companies, and sign out.
The pricing plan (Basic, Plus, Premium, or Accountant) is chosen later, when you create the company.
Use a web browser. Google Chrome is the browser KinraSoft names. There is no phone app to install.
The Assistant cannot create your login, reset a password, switch company, or sign you out. Use the screens below.

Trying KinraSoft — site header Free Trial.
Ready for a business plan — Pricing, then Sign Up on Basic, Plus, or Premium (Create New Account).
An accounting firm — Pricing, then Sign Up on Accountant (Partner Program).
Already registered — Sign in. Use Create an account only if this email has no login yet.
A staff member or invited accountant does not use these forms. Sign in with the email the owner registered.

Open www.kinrasoft.com and choose the page that matches you (see Where to start).
Fill Name, Email address, Phone (example +60123388777), Password, and Confirm password.
Password needs 8 or more characters with letters, numbers, and symbols. Confirm password must match Password.
On Create New Account, tick Agree the Terms & Policy. Click Create Account.
Free Trial and Create New Account ask for the same person fields.
Partner Program also asks for Practice Name, Address, Post Code, City, Country, and Partner Type.
Sign-up creates your login. It does not pick the company’s plan.

After Create Account, KinraSoft says the account was created and that a confirmation link was sent.
Open the email. It may sit in Primary, Social, Promotions, or Spam.
Click the link within 24 hours.
The confirmation page says the account has been verified. Go to Sign in.
If the link has expired, click Re-Send Link. If the page says the token is not valid, enter your email and click Get New Link.
When someone else registered you, the verified page tells you to reset your password before you rely on the one they typed.

Open Sign in. Enter the email you registered and your password. Click Sign In.
The Name you typed is what appears at the top of the side menu after you are in.
No company yet — KinraSoft opens Company Setup.
Company exists, dates not saved — KinraSoft opens Account Setup (when your role includes it).
Both done — KinraSoft opens the dashboard.
If KinraSoft emails a one-time password, type that code on the sign-in page. The code expires after 5 minutes. Sign in again if it has expired.

On Sign in, click Forgot Password?.
Enter the registered Email address.
Tick Agree the Terms & Policy. Click Send Request.
KinraSoft returns you to sign-in and says you will receive an email. Follow the link in that email.
On Update Password, enter the new password and Confirm password. Click Update Password.
Sign in with the new password.

One login can hold many companies. KinraSoft keeps you in one company at a time.
Reports, documents, and the Assistant all use that company.
You choose Pricing Plan on Company Setup when the company is created. Each company can use a different plan.
Company Listing shows Pricing Plan, Create Date, and Expiry Date. A new company is dated to expire one year after it is created.
The prices on the public site are per company, per year. Extra companies, and what happens when Expiry Date arrives, are arranged with KinraSoft.
The organization owner can open the companies in the firm. Everyone else sees a company in Switch Company only when they belong to a user group on that company and the login is enabled.

Stay signed in. Click your name (cog) at the top of the side menu.
Click Switch Company.
Type the company name in Select Company and choose it.
KinraSoft reloads into that company.
Cancel closes the box and leaves the current company unchanged.
You stay on the same login. Sign out is only for leaving KinraSoft.
Create company in the Assistant stores the new company and leaves you in the company you already had. Open Switch Company when you want the new file.
Saving a new company on the Company Setup screen does switch you into it and opens Account Setup.

“Please enter Personal Name” / phone / email / password — fill that field. Tick Agree the Terms & Policy on Create Account and on Forgot Password?.
“Password does not match!” — type the same password in both boxes.
Email already used — Sign in with that email, or use Forgot Password?.
No confirmation email — check Promotions and Spam. If the link expired, use Re-Send Link or Get New Link.
“Your account is disabled…” — open the confirmation email and click the link, then sign in again.
“Invalid Credentials” — check the email and password. Use Forgot Password? if you are unsure.
One-time password rejected — it expires after 5 minutes. Sign in again so KinraSoft can send a new code.
Sign-in always opens Company Setup — you have no company yet. Finish Company Setup and Save.
Sign-in always opens Account Setup — the two dates are not saved. Finish Account Setup.
Company missing from Switch Company — it may be disabled, cancelled, or you are not in a user group for it.
You are looking at another company’s documents — Switch Company to the right name before you post.
Assistant still answers for the old company — Switch Company on the screen, then ask again.