Welcome to BASIC

Navigating your new account is easy! See below for materials and resources.


Sign Up / Sign In
  • Visit cdaclient.basiconline.com. Note: Chrome is the preferred browser.
  • Before you can sign in for the first time, you must sign up for an account. Locate the area that asks First time here? and click the green Sign up link.
  • Follow the on-screen steps, or refer to the Online Account Guide for complete instructions and to learn about how to submit a support request and how to use the other features available to you in our state-of-the-art web portal.
  • Review the Client Guide to Support Requests for an in-depth listing of available support request topics and sub-topics, plus situations when each should be used and what to submit to ensure the fastest service.
  • Complete a User-System Access Change Form to add, delete or make changes to a system user (contact).
Need Help?

Register for a webinar below. We offer a complementary training session for clients new to our platform or for anyone who just needs a refresher. This interactive session helps ensure you have the knowledge to navigate your account and take advantage of all the features and functions provided.

TIME: Mondays from 12:45pm to 1:15pm Eastern
Register for a webinar here

If no available webinar works with your schedule, we will make every effort to accommodate an individual training session that does. To schedule an alternate session, please email basicclientimplementation@basiconline.com and provide two available dates and times. Once scheduled, an email will be sent to confirm your appointment. You may also register to view a previously recorded session below.

View recording

Memory: 2MB (0.39% of 512MB)