How do I turn 2-Step Verification on or off for my firm in CCH Axcess™?

The video below explains how to enable and configure 2-Step Verification in CCH Axcess™.



Warning! As a measure to prevent tax related identity theft, Wolters Kluwer recommends keeping 2-Step Verification enabled.  To turn 2-Step Verification on or off, do the following:
  1. Open Dashboard and log in as your firm's default administrator.
  2. Click Application Links.
  3. Under Firm, click Firm Settings and Defaults.
  4. In the navigation panel, click Login Setup.
  5. Under 2-Step Verification configuration, do one of the following:
    • Clear the Enable 2-Step Verification check box to turn 2-Step Verification off.
    • Select the Enable 2-Step Verification check box to turn 2-Step Verification on.
      • Users can then log in to subsequent sessions from any trusted device during the selected number of days without entering the authentication code.
      • The verification process is specific to the user, device, and browser. When entering the code during the login process, users can select Trust this Device to trust their private and secure devices.
      • Additional options display for trusted devices.
  6. If you have enabled 2-Step Verification, select one of the verification options. 
    • Consecutive calendar days from the last 2-step token authentication
      • Select to count consecutive calendar days from the last time a user completed 2-step verification from a trusted device.
      • Example: For every 90 days, an authentication on March 1 requires reauthentication on May 30.
    • Days beginning from the last valid login
      • Select to count days starting from the last active login from a trusted device.
      • Example: For every 90 days, an authentication on March 1 requires reauthentication on May 30. A subsequent login on March 2 moves the requirement to May 31.
  7. Select the number of days at which users must reauthenticate based on the method selected above.
  8. Click OK to save your changes.


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