Frequently Asked Questions

For new and existing Sage customers, you need to sign up for a Sage Customer Portal Account before you can log on to the portal for the first time.

If you are an existing Sage customer, you will need your Sage Customer Account ID in order to sign up. Your Sage Customer Account ID was sent to you via e-mail from Sage. If you cannot locate the e-mail with your Sage Customer Account ID, please contact Sage Customer Portal Help at the telephone numbers at the bottom of this page for further assistance.

For further instructions on signing up, please read the next question.

1. On the Customer Portal home page, click Log On on the upper right hand corner to display the logon page.
2. On the logon page, click the Sign-up for a Portal Account link.
3. On the sign up page, you will be presented with two options:
   • If you are an existing Sage customer, select the option I am an existing Sage Customer and type your Sage Customer Account ID (a 10 digit number starting with 4) in the My Sage Customer Account ID field; this is a required field.
   • If you are a new Sage customer, select the option I am a new Sage Customer.
4. Click Continue.
5. Fill in the required fields and follow the instructions on the screen. Please note you will be asked for a valid e-mail address and a password. You will use your e-mail address to log on to the Sage Customer Portal.
6. Click Sign Up to complete your registration.

Follow the steps below to reset your password. You will need the e-mail address for which you are registered and your User ID. A temporary password will be sent to your e-mail address.

1. Click Forgot your password?
2. Click Reset Password.
3. Enter your E-mail address.
4. Click the Submit button.
5. Check your e-mail for the temporary password. It may take up to ten minutes for your new password to arrive.
6. Log on using the temporary password.
7. When prompted, enter a new password that meets the following criteria:
   • Passwords must contain at least eight characters
   • Passwords must contain at least one number and one special character.
   • Passwords must not begin with a special character.

Internet Explorer is the supported internet browser for use with the Sage Customer Portal.

If you use Firefox, Chrome or other browsers and encounter issues, we recommend using Internet Explorer instead.

1. Verify that you typed your e-mail logon ID correctly.
2. If the e-mail address is correct, verify that you are typing your password correctly. If you are copying and pasting the password from an e-mail or other file, verify that there are no spaces before or after your password; after you paste your password, press the BACKSPACE key to remove a space at the end. Alternately, you can type the password manually instead of using copy and paste.
3. If you still cannot log on, follow the steps above to reset your password.

1. From the Logon page, click Get help logging on to chat with one of our help team agents who will unlock your account

Your portal account is automatically locked after 180 days of inactivity. This is done in order to ensure that your customer information is kept in the strictest of confidence.

You can log on immediately after unlocking your account.

If you see a message that says "Password is invalid" use the following guidelines to set up a valid password:

• Passwords must contain at least eight characters
• Passwords must contain at least one number and one special character.
• Passwords must not begin with a special character.

Verify that you are entering the e-mail address you used when creating your portal access. This must match Sage's records. If you still cannot reset your password, from the Logon page, click Get help logging on to chat with one of our Customer Service agents.

The Sage Knowledgebase is a vast repository of articles and technical documentation which can be accessed directly at using the same credentials as you use to access the Customer Portal. You can search all content by performing a basic Knowledgebase search, or you can limit your results using options like product and application with an advanced Knowledgebase search. Use keywords when you search the Sage Knowledgebase to get the most relevant search results.