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

  • Article Type:
  • How To
  • Last Modified:
  • 03/04/2019

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® ProSystem fx® Tax Notebook
  • 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® ProSystem fx® Tax Notebook
  • 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, Outsource, CCH® ProSystem fx® Tax Notebook Toolkit, or CCH® Global fx.

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 SSO profiles for any user that uses Software Delivery Manager or any of the other hosted applications listed above.
  Solution Tools
  Attachments
 Solution Id 000091117/000091117
 Direct Link
To provide feedback on this solution, please login.

Your feedback about this article will help us make it better. Thank you!