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By Vishwesh Sarkar
• 30 articles

How do I create a Cointab account?

Short Answer: Fill the sign-up form (First name, Last name, Work email, Password), check "I agree to the Terms and Privacy Policy", then click "Continue" or choose "Sign up with Google". PreRequisites 1. Access to a valid work email address 2. A password at least 8 characters long 3. Ability to accept the Terms and Privacy Policy Steps 1. Open the sign up page (/signup). The sign-up form with fields 'First name *', 'Last name *', 'Work email *', 'Password *', 'I agree to the Terms and Privacy Policy' checkbox, 'Continue' button, and 'Sign up with Google' is visible. 2. Enter your 'First name' and 'Last name' in the respective fields (placeholders show 'Enter your first name' / 'Enter your last name'). Both name fields are filled. 3. Enter your 'Work email' (example shown: [email protected]) and a 'Password' that meets the 'Minimum 8 characters' requirement. Email and password fields are filled and password has at least 8 characters. 4. Check the box 'I agree to the Terms and Privacy Policy'. The checkbox is selected. 5. Click 'Continue'. You are taken to the verify-email page showing 'Check your inbox — you're almost in.' 6. Alternative: Click 'Sign up with Google' to use a Google account instead of filling the form. A Google sign-in flow is initiated (Google prompts appear). Troubleshooting 1. The 'Continue' button is disabled or does nothing when clicked. LikelyCause: One or more required fields are empty, the password is under 8 characters, or the 'I agree to the Terms and Privacy Policy' box is not checked. Action: Fill all required fields, ensure the password is at least 8 characters, check the 'I agree to the Terms and Privacy Policy' box, then click 'Continue'. 2. No verification email arrives after clicking 'Continue'. LikelyCause: Typo in the 'Work email', email delivered to spam/promotions, or temporary delivery delay. Action: Double-check the 'Work email' for typos, check spam/promotions folders, wait a few minutes, then use 'Resend' on the verify page if needed. 3. Clicking 'Sign up with Google' does nothing or no popup appears. LikelyCause: Browser popup blocker or JavaScript disabled. Action: Allow popups for this site, enable JavaScript, or try a different browser and attempt 'Sign up with Google' again. Note Fields marked with * are required. 'Terms' and 'Privacy Policy' are links on the form.

Last updated on Aug 26, 2026

How do I verify my email to complete sign up?

Short Answer: Open the verification email titled 'Welcome to Cointab — finance automation starts here' and click 'Verify my email' or the provided link before it expires (30 minutes). PreRequisites 1. Access to the work email you used to sign up 2. The verification email has not expired (link valid for 30 minutes) Steps 1. After submitting the sign-up form, confirm you see 'Check your inbox — you're almost in.' on the verify page. Page confirms a verification email was sent to your address. 2. Open the verification email with subject 'Welcome to Cointab — finance automation starts here'. You see the email content and the teal 'Verify my email' button. 3. Click the 'Verify my email' button in the message. A verification page opens and your email is confirmed. 4. If the button does not work, click the plain verification link included in the email. The link opens and confirms your account. 5. If the link has expired, return to the verify page and click 'Resend' once the countdown ends. A fresh verification email is sent to your Work email. 6. After successful verification, follow any on-screen prompts to continue into your Cointab account. Access to the account or next setup steps are displayed. Troubleshooting 1. I can't find the verification email. LikelyCause: Email went to spam/promotions, there was a typo in the Work email, or delivery is delayed. Action: Check spam/promotions, verify the Work email for typos, wait a few minutes, then use 'Resend' on the verify page if needed. 2. The 'Verify my email' button doesn't open or link click fails. LikelyCause: Email client blocking links or preview mode preventing clicks. Action: Click the plain verification link in the email, open the message in a different mail client, or copy/paste the link into your browser. 3. The verification link shows as expired. LikelyCause: More than 30 minutes elapsed since the email was sent (link expired). Action: Return to the verify page and click 'Resend' after the countdown to get a new link, then verify promptly. Note The verification link expires in 30 minutes. If you didn't sign up, you can ignore the email.

Last updated on Aug 26, 2026

What does 'Resend in 24s' mean and how do I resend the verification email?

Short Answer: 'Resend in 24s' is a countdown disabling the 'Resend' button until it reaches zero; wait, then click the button to request a new verification email. Answer PreRequisites 1. You must be on the verify page (/signup/verify-email) 2. Access to the Work email inbox Steps 1. On the verify page note the button labeled 'Resend in 24s' counting down. The resend button is temporarily disabled while the timer runs. 2. Wait for the countdown to reach zero; the button will become clickable label will change. The 'Resend' button is enabled. 3. Click the now-enabled 'Resend' button to request a new verification email. A new verification email is sent to your Work email. 4. Open the new email and use the 'Verify my email' button or link to complete verification. Your email is verified with the new link. Troubleshooting 1. Timer does not count down or button remains disabled. LikelyCause: Page is frozen, JavaScript is disabled, or a network issue prevented the timer update. Action: Refresh the page, enable JavaScript, check your connection, or try a different browser and wait for the timer again. 2. Still not receiving the new verification email after resending. LikelyCause: Spam filtering, typo in email, or mail server delay. Action: Check spam/promotions, confirm the email entered on the sign-up form, and wait a few minutes for delivery. Note: The cooldown prevents repeated immediate resend requests.

Last updated on Aug 26, 2026

How do I sign in with my email and password?

Short Answer: On the Login screen enter your Email and Password, optionally check 'Remember me', then click 'Login'. Answer PreRequisites 1. An active account 2. Your email address 3. Your password minimum 8 characters Steps 1. Open the Login page. The 'Login' form appears with Email and Password fields. 2. Enter your email in the 'Email' field placeholder: 'Enter your email'. Your email is entered. 3. Enter your password in the 'Password' field placeholder: 'Minimum 8 characters'. Your password is entered. 4. Optionally check 'Remember me'. 'Remember me' is selected or not according to your preference. 5. Click the 'Login' button. If your account has 2FA enabled you'll go to the 'Two-factor authentication' screen; otherwise you'll be signed in. Troubleshooting 1. Login fails with an error about invalid email or password. LikelyCause: Incorrect email or password typo, or using a different account. Action: Re-enter email and password carefully. If you forgot your password, click 'Forgot password?'. 2. Password appears hidden while typing. LikelyCause: Password field masks characters by default. Action: Click the eye icon in the Password field to toggle visibility so you can confirm what you typed. 3. Login button does nothing or is unresponsive. LikelyCause: Network or browser issue, or required fields are empty. Action: Ensure both fields are filled, refresh the page, or try a different browser / disable extensions. Note: If you prefer single sign-on, use 'Continue with Google' on the Login page.

Last updated on Aug 26, 2026

How do I change my password?

Short Answer: Go to My account > Security, click 'Change password', enter 'Current password', *'New password ' and 'Confirm new password *', then click 'Update password'. Answer PreRequisites 1. Be signed in to your account. 2. Know your current password. Steps 1. Open My account and click the 'Security' tab. Security settings are displayed including a 'Change password' control. 2. Click the 'Change password' button. A 'Change password' dialog opens with fields for your current and new passwords. 3. Enter your 'Current password' in the first field. Current password is accepted masked input. 4. Type your *'New password ' and repeat it in 'Confirm new password *'. Both fields match and meet any on-screen validation rules. 5. Click 'Update password' to submit the change or 'Cancel' to close without saving. The password update is submitted. Troubleshooting 1. Password change fails with 'current password incorrect' or similar. Likely Cause: The 'Current password' value entered is wrong. Action: Re-enter your current password carefully. If you cannot recall it, contact your administrator or support for account recovery. 2. 'New password' and 'Confirm new password' do not match. Likely Cause: Typing mismatch or extra space. Action: Retype both fields making sure they match exactly, then click 'Update password'. 3. New password is rejected for not meeting rules. Likely Cause: New password does not meet the site's complexity or length rules. Action: Choose a stronger password that satisfies any on-screen requirements and try again. Note: Click 'Cancel' in the dialog to close without changing your password.

Last updated on Aug 26, 2026

How do I update my first name, last name, work email, or timezone?

Short Answer: Open My account > Profile, edit 'First name *', 'Last name *', *'Work email ' or 'Timezone', then click 'Save changes'. PreRequisites 1. Be signed in to your account. Steps 1. Open My account and select the 'Profile' tab. You see the 'Profile' form with 'First name *', 'Last name *', *'Work email ' and 'Timezone'. 2. Edit the *'First name ' and/or *'Last name ' fields as needed. The new name text appears in the fields. 3. Update *'Work email ' use a valid email format, e.g., [email protected]. The email field contains the new address. 4. Open the 'Timezone' dropdown and pick the correct timezone. Selected timezone is shown example: (GMT+5:30) India Standard Time. 5. Click the 'Save changes' button to submit your edits. Your changes are submitted; required-field validation will run. Troubleshooting 1. 'Save changes' fails or shows a validation error. LikelyCause: A required field marked '*' is empty or 'Work email' is not in a valid email format. Action: Fill all required fields **First name *， Last name *， Work email *** and enter a valid email example: [email protected], then click 'Save changes' again. 2. I can't find the exact timezone I want. LikelyCause: Timezone list shows standard offsets and names rather than every city. Action: Select the correct GMT offset or closest timezone entry from the 'Timezone' dropdown. 3. Changes disappear after reload. LikelyCause: Network or session problem prevented the update. Action: Check your internet connection and try 'Save changes' again; if it still fails, sign out and sign in or contact support. Note: Fields marked with '*' are required. Work email placeholder shows '[email protected]'.

Last updated on Aug 26, 2026

How do I view my active sessions and sign out devices I no longer use?

Short Answer: Open My account > Active sessions to see device rows. Click 'Revoke Session' for a device, then confirm in the 'Revoke session' dialog. PreRequisites 1. Be signed in to your account. Steps 1. Open My account and click the 'Active sessions' tab. A table lists sessions with columns 'Device', 'Location', 'Last active' and 'Action'. 2. Find the device row you want to end and click the 'Revoke Session' button in the 'Action' column. A 'Revoke session' confirmation dialog opens. 3. Read the confirmation message it warns you'll need to sign in again and choose 'Cancel' or 'Revoke session'. If you confirm, the selected device's session will be signed out. 4. If you revoked a device you are currently using by mistake, sign back in and continue. You regain access using your credentials and any required 2FA. Troubleshooting 1. A revoked session still appears in the list. Likely Cause: The page may need to be refreshed or the remote device had a persistent connection. Action: Refresh the Active sessions page and revoke again if necessary; wait a few minutes for the session to expire server-side. 2. I accidentally revoked my current session and were signed out. Likely Cause: You revoked the session for the device you're using. Action: Sign back in using your credentials and 2FA if enabled. 3. 'Revoke Session' is not available for a specific row. Likely Cause: That row may represent the active session you're using or the UI may restrict the action. Action: Confirm which device/session you are on; you cannot revoke the session you are currently using without signing out. Note: Session rows show approximate 'Location' and 'Last active' time example: '4 Hours ago'.

Last updated on Aug 26, 2026

I didn't receive the password reset email. What should I do?

Short Answer: Check Spam/Junk and your inbox for mail from Cointab, confirm you entered the correct "registered work email", click "Resend email" on the "Check your inbox" screen, or retry "Forgot password". PreRequisites 1. Access to the email account you used for sign-up 2. Ability to search and check Spam/Junk folders Steps 1. After clicking "Send reset link" wait a few minutes and refresh your inbox. Email may arrive shortly. 2. Check Spam/Junk and Promotions folders; search your mail for "Cointab" or the sender. Locate the reset email if it was filtered. 3. If you still don't see it, on the "Check your inbox" page click "Resend email". System attempts to send the reset email again. 4. If resending fails, return to Login, reopen "Forgot password", confirm you entered the correct address and click "Send reset link" again. A fresh reset email is sent. Troubleshooting 1. Resend email doesn't arrive after repeated attempts. Likely Cause: Company or email provider is blocking Cointab messages. Action: Ask your IT or email admin to whitelist mail from Cointab, or try a personal email address if allowed. 2. Email arrives but the link/button doesn't open. Likely Cause: Email client truncated the link or browser blocked it. Action: Copy the full URL from the email and paste it into your browser, or try opening the message on another device. Note: The "Check your inbox" page reads: **"If an account exists for **[email protected], we've sent a password reset link. It expires in 30 minutes." This message intentionally does not confirm account existence.

Last updated on Aug 26, 2026

How do I create a Cointab account from an invitation?

Short Answer: Click the invite link, fill 'First name *', 'Last name *', and *'Password ' must meet 'Minimum 8 characters', then click 'Create account & join'. PreRequisites 1. Access to the invitation email 2. A password that meets the 'Minimum 8 characters' requirement 3. Internet connection Steps 1. Open the invitation email and click 'Accept invitation' or the verification link. The sign-up or join page loads in your browser. 2. On the 'Join Acme Corp on Cointab' form, enter your *'First name ' in the 'Enter your first name' field. First name field contains your first name. 3. Enter your *'Last name ' in the 'Enter your last name' field. Last name field contains your last name. 4. Enter a *'Password ' that meets 'Minimum 8 characters'. Use the eye icon to view the password if needed. Password meets the minimum length requirement. 5. Click 'Create account & join'. Your new Cointab account is created and you are added to the organization. Troubleshooting 1. Password rejected or form shows an error about password length. Likely Cause: Password is shorter than the 'Minimum 8 characters' requirement. Action: Choose a password with at least 8 characters and re-submit. 2. 'Create account & join' stays inactive after filling fields. Likely Cause: A required field *'First name ' or 'Last name ' is empty or does not pass validation. Action: Fill all fields marked with '' and ensure the password meets the length requirement, then try again. 3. Form submission fails or times out. Likely Cause: Temporary network issue or browser problem. Action: Refresh the page, check your internet connection, or try again in a different browser or private window. Note: Fields labeled with '*' are required. The Password field placeholder reads 'Minimum 8 characters'

Last updated on Aug 26, 2026

Why does my invite link say 'This invite link is no longer valid' and what should I do?

Short Answer: The invite was likely expired invitations expire in 7 days or revoked; click 'Return to login' and ask the inviter to send a new invitation. PreRequisites 1. Access to the original invitation email to confirm timing 2. Contact details for the person who invited you if available Steps 1. When you see the message 'Oops! This invite link is no longer valid.', click 'Return to login'. You are returned to the login page. 2. Confirm the invitation expiration notice in the original email 'This invitation will expire in 7 days for security reasons.' You verify whether the 7-day window has passed. 3. Contact the person who invited you and request they send a new invite or request a new invite via any internal process they use. Inviter sends a fresh invitation link. 4. Use the new invite link promptly within 7 days to complete the join or sign-up flow. New link works and allows you to join. Troubleshooting 1. Invite shows invalid even though the email is recent. Likely Cause: Invite token may have been used already or accidentally revoked. Action: Ask the inviter to re-send the invite or create a new invite token, then use the new link. 2. Clicking the link returns you to login or logs you out. Likely Cause: Session or browser issues. Action: Click 'Return to login', sign in to the correct account, then have the inviter send a fresh link if needed. Note: The invalid-link screen explicitly suggests requesting a new invite or contacting the inviter.

Last updated on Aug 26, 2026

Why is the 'Create account & join' button disabled or not letting me proceed?

Short Answer: Either required fields 'First name *', 'Last name *', *'Password ' are empty or the password doesn't meet 'Minimum 8 characters'; fill fields correctly and try again. PreRequisites 1. Open the sign-up form from the invite link 2. Know that fields with '*' are required 3. Have a password of at least 8 characters Steps 1. Ensure *'First name ' is filled placeholder: 'Enter your first name'. First name field is not empty. 2. Ensure *'Last name ' is filled placeholder: 'Enter your last name'. Last name field is not empty. 3. Enter a *'Password ' that satisfies 'Minimum 8 characters' and use the eye icon to confirm entry. Password meets the minimum length requirement. 4. If the button is still inactive, refresh the page or retry in a different browser or private window. Form validation resets and button becomes clickable. 5. If issues persist, ask the inviter to re-send the invitation link and attempt the flow again. A fresh invite may resolve token or session problems. Troubleshooting 1. 'Create account & join' remains disabled after filling fields. LikelyCause: A required field is still empty or password is too short. Action: Double-check every field marked with '*' and ensure the password has at least 8 characters. 2. Form fails after submission or shows no response. LikelyCause: Browser extension, autofill, or temporary network issue. Action: Try disabling extensions, use a private/incognito window, or try another browser. Note: Required fields are marked with '*'. Password placeholder: 'Minimum 8 characters'.

Last updated on Aug 26, 2026