CCH Axcess™ Workflow - I am not receiving the 2-step verification text messages via Phone when trying to log in
- Article Type:
- Problem Resolution
- Last Modified:
- 02/14/2024
Symptoms
- I am not receiving the 2-step verification text messages for CCH Axcess Workflow
- I am not receiving the MFA text messages for CCH Axcess Workflow Application
- Users do not receive the 2-step verification text for CCH Axcess Workflow Application
- Users do not receive the MFA text for CCH Axcess Workflow Application
Environment
- CCH Axcess Workflow
Cause
There are a few possible causes:
- Your MFA (Multi-factor Authentication) phone number has been entered incorrectly.
- Phone number has no been entered or present in the system.
- Your phone is blocking the MFA (Multi-factor Authentication) text.
Resolution
After Axcess Workflow 2021-5.1 Release
2-Step Verification by Phone required
2-Step Verification is an added security measure for your CCH Axcess Workflow account. 2-Step Verification increases security by sending users a one-time code that authenticates identity and the device from which they are logging in, adding a layer of protection more resilient than a password alone can provide.
Users are currently prompted to enter a passcode that is delivered to the email address indicated in their user profiles. Users will then be required to enter the passcode before they are able to complete the login process.
CCH Axcess Workflow now requires users to receive 2-Step Verification passcodes via phone numbers per IRS guidelines. Users are prompted during login to verify the appropriate phone number. Once verified, the phone number is updated and can be used for passcode delivery.
Note: When prompted for the phone number, users can no longer choose "Skip for now." Users must validate a phone number before they are able to proceed.
For more information on 2-Step Verification or review Frequently Asked Questions.
Note: 2-Step Verification is not applicable with our SSO modes of authentication such as Active Directory or Federated Services.
For Example:
A) If your phone number was entered incorrectly (or) Not Present (or) Needs to be updated. , please follow the below steps.
i)When you log in to the application and if you do not have a Phone number present in the system. You will be prompted to enter the phone number to verify to login.
Please update the VALID phone number to proceed
Once the phone number is entered, the continue button will be enabled you to proceed
The verification window will show up to verify the phone number. Post successful verification, you will be directed to the Axcess Workflow login page.
II) If your phone number was entered incorrectly (or) Needs to be updated. , please follow the below steps.
Please contact your firm administrator to update or modify your phone number, so that the firm admin can update your phone to continue with your login process.
'
Under Settings, navigate to the Manage Users utility.
Update the valid phone number
B) If your phone is blocking the MFA text, reboot your phone.
- We have seen instances where a phone receives other text messages, but does not receive the MFA text.
If the reboot does not resolve the issue, please consult your phone provider, as spam blocking can prevent our codes from reaching you.
C) If you are an Integrated firm (Axcess Integrated with Axcess Workflow, please follow the instructions https://support.cch.com/kb/solution/000155205
Note: If unable to resolve the issue with the steps above, CCH can provide a temporary multi-factor authentication code to allow access to the program.
Additional Information
N/A
Solution Id | 000257435/CCH-Axcess-Workflow-I-am-not-receiving-the-2-step-verification-text-messages-via-Phone-when-trying-to-log-in |
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