This article will go over changes to the 2-Step verification process that will be implemented in November and December releases.
 

CCH Axcess™ and CCH® ProSystem fx® Web Application

On the 2019-5.0 and 2020-1.0 releases the 2-Step verification process is going to changing for CCH Axcess™ and CCH® ProSystem fx® Tax online logins. Here is an overview of these changes with some article links that can provide some more details.

What's New

November

• 2-Step verification may be completed with the smartphone app Wolters Kluwer Authenticator or Google Authenticator..
  • Users with access to firm settings can enable or disable login options for the firm.

December

• The email address option will be removed from the 2-Step verification process and you will be required to complete 2-step verification
  • How your first login will look after the 2020-1.0 release in CCH Axcess™
  • How your first login will look after the 2020.-1000 release of CCH ProSystem fx Web Applications
• The "Phone Message" authentication option will provide a digit code to be entered to authenticate

Why Are We Making These Changes to 2-Step Authentication

The simple answer is for security and added functionality.  The security of our software solutions and your data continues to drive even greater diligence around access to -- and within -- our applications. As a result we are changing the authentications process to meet your security needs for the future.  Also, with the use of the new Authenticator apps, if enabled, it will provide users a new way to authenticate that can potentially provide a better experience in the over all process of authentication.

So How Will This Look For Me

November

If the firm enables one of the Applicator Apps that comes out of the 2019-5.0 release,  then users can authenticate using that application. Here are the Applicator App options and articles on how to setup and use these options.

• Wolters Kluwer Authenticator 
• Google Authenticator
  • Axcess
    • How to enable/disable the use of a authentication app with CCH Axcess™ 2-Step Authentication.
    • How to log in and complete 2-Step verification using a Authenticator app for CCH Axcess.
    • What are the links to download the Wolters Kluwer Authenticator or Google Authenticator app?
  • ProSystem fx Web Applications
    • How do I enable/disable the use of an Authenticator App for 2-Step Verification for CCH® ProSystem fx® Web Applications
    • How do I log in and complete the 2-Step verification process using a Authenticator App for CCH ProSystem fx Web Applications

December

On the 2020-1.0 or 2020.01000 release when a user logs in to Axcess or ProSystem fx Web Application they will be prompted to complete 2-step verification by either email, text or phone. After the 2-step verification completes then all users will be prompted to enter a phone number. After a phone number is entered 2-Step verification will only have the options for text and phone message.
 

Still Have Some Questions

Here is a FAQ's for 2-Step verification changes. that can provide you with some answers to some of the questions you may have. 

Please feel free to Contact Us online if you have any other questions.