How do I turn 2-Step Verification on or off for CCH® ProSystem fx® or CCH® Global fx internet applications (SSO)?

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

Objectives

  • How to enable 2-Step Verification for SSO
  • How to disable 2-Step Verification for SSO

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

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. Go to https://admin.prosystemfx.com.
  2. Log in as a user with administrative rights.
  3. Click 2-Step Verification.
    • Select the Enable 2-Step Verification check box to turn it on.
      • Select one of the reauthenticate trusted devices options.
    • Clear the Enable 2-Step Verification check box to turn it off.
  4. Click Submit.
  5. Click Logout.
  6. Close your internet browser.

Additional Information

  • As best practice, keep 2-Step Verification enabled and get used to using it to log into the internet based SSO applications. 
  • If the IRS mandates 2-Step Verification in the future, this option will be automatically enabled for all customers. 
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