How do I log in to a new device using 2-step verification in CCH® Client Axcess?

The video below explains how to log into a new device (computer, mobile, or tablet) using 2-step verification in CCH® Client Axcess.​


2-step verification is an added security measure that can be enabled on your Portal account. 2-step verification increases security by sending users a one-time code that authenticates identity and the device from which they are logging in, adding a layer of protection more resilient than a password alone can provide.
 

Logging In Using 2-Step Verification

  1. Go to https://www.clientaxcess.com and log in to Client Axcess.
    • If you are a new Client Axcess user, you will receive a welcome email. Click the link in the welcome email to authenticate your Portal account.
  2. Select an option to receive the security code and then click Send the Code.
    • Email to. The security code will be emailed to your email address.
    • Text message to. The security code will be sent to your mobile number. A phone number must be entered in your user profile for this option to be available.
    • Voice message to. You will receive a phone call telling you your security code. A phone number must be entered in your user profile for this option to be available.
  3. In the Enter the code box, enter the security code that you just received. Then click Submit.
    • If you are logging in from a trusted device (not a public device), select Trust this device for 90 days if you want Client Axcess to remember your device for 90 days.
  4. If you are a new Client Axcess user, you are prompted to create a password that you want to use to log into Client Axcess. Enter the password that you want to use and then click Save.
    • The password must be between 8-32 characters. It must contain at least one number, one special character, and one uppercase letter.
    • Use your new password to log in.


Additional Information

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