2-step verification changes when publishing to a client's portal from another CCH application or the Portal plug-in

  • Article Type:
  • Documentation
  • Last Modified:
  • 10/22/2018

Objectives

With 2-Step Verification, the following changes occur when the firm staff user publishes a file to a client's portal:
  • Firm staff users will choose to receive a one-time passcode via the email address or phone number(s) in the Portal user profile.
    • Note: The options to receive the passcode via an SMS text message or by a voice call are only available if the user profile contains a phone number.
  • Firm staff users will be required to enter the correct one-time passcode within five minutes of being prompted in the 2-Step Verification screen while publishing a file to their client's portal.
  • Firm staff users will go through this verification process after more than 90 days from their last verification in the CCH application.
  • For additional security, the option to save your CCH Axcess credentials in the Portal Plug-ins has been removed. You will be prompted each time you upload a file from your Office product.

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