How does 2-Step Verification apply to my CCH® ProSystem fx® applications?

  • Article Type:
  • How To
  • Last Modified:
  • 04/21/2020

Objectives

  • How does 2-Step Verification apply to FX Direct?
  • How does 2-Step Verification apply to CCH® Fixed Assets Manager?
  • How does 2-Step Verification apply to CCH® ProSystem fx® Engagement?
  • How does 2-Step Verification apply to CCH® ProSystem fx® Fixed Assets?
  • How does 2-Step Verification apply to CCH® ProSystem fx® Planning?
  • How does 2-Step Verification apply to CCH® ProSystem fx® Practice Management?
  • How does 2-Step Verification apply to CCH® ProSystem fx® Scan?
  • How does 2-Step Verification apply to CCH® ProSystem fx® Tax?
  • How does 2-Step Verification apply to CCH® ProSystem fx® Trial Balance?
  • How does 2-Step Verification apply to CCH® ProSystem fx® Workpaper Manager?
  • How does 2-Step Verification apply to CCH® My1040Data

Environment

  • FX Direct
  • Software Delivery Manager
  • CCH® ProSystem fx® Planning
  • CCH® ProSystem fx® Practice Management
  • CCH® ProSystem fx® Scan
  • CCH® Fixed Assets Manager (FAM)
  • CCH® ProSystem fx® Tax
  • CCH® ProSystem fx® Trial Balance
  • CCH® ProSystem fx® Workpaper Manager
  • CCH® ProSystem fx® Engagement
  • CCH® ProSystem fx® Fixed Assets
  • CCH® My1040Data

Procedure

2-Step Verification does not affect how you log in to your various ProSystem fx® applications. You will log into your applications the same as you always have.

2-Step Verification affects when you log into an application that is hosted online such as Software Delivery Manager, Electronic Filing Status, CCH® My1040Data Toolkit, or Outsource.

Software Delivery Manager is used to download many ProSystem fx® applications and updates. While 2-Step Verification does not affect how you log into your ProSystem fx® applications, you will use it when downloading your licensed applications, updates, or permission key files using Software Delivery Manager.

We recommend creating separate single sign-on (SSO) profiles for any user that uses Software Delivery Manager or any of the other hosted applications listed above.
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