How do I log into a CCH® ProSystem fx® or CCH® Global fx internet application (SSO) using 2-Step Verification?

  • Article Type:
  • How To
  • Last Modified:
  • 11/04/2018

Objectives

  • Instructions on how to log into Software Delivery Manager, CCH Global fx, CCH My1040Data Toolkit, CCH ProSystem fx Outsource Status, CCH Prosystem fx Tax Notebook Toolkit, or Electronic Filing using 2-Step Verification.
  • How do I use 2-Step Verification?

Environment

  • Electronic Filing Status
  • Software Delivery Manager
  • CCH Global fx
  • CCH My1040Data Toolkit
  • CCH ProSystem fx Outsource Status
  • CCH Prosystem fx Tax Notebook Toolkit
  • Single Sign On (SSO)

Procedure

The video below shows how to log in an SSO application using 2-Step Verification.

  1. At the login window, enter your login credentials and the text CAPTCHA.
  2. Click Login.
  3. Select an option to receive the 2-Step Verification Code.
    • Email
      • Your business email in your staff profile
    • Text message to
      • Your phone numbers in your staff profile
      • Select the number you want to have a text message sent to if multiple numbers are listed
    • Voice message to
      • Your phone numbers in your staff profile
      • Select the number you want to have a voice message delivered to if multiple numbers are listed
  4. Click Send the Code.
    • The code will expire in 5 minutes.
  5. After receiving the code, enter it in the Enter the Code box.
  6. Clear the Remember this Device check box if you are on a public or shared computer.
  7. Click Submit.
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