FAQs about 2-Step Verification
Listed below are some of the most frequently asked questions about 2-Step Verification in CCH Axcess. Additional questions and answers can also be found in the knowledge base on our Support site.
Can my firm disable 2-Step Verification?
To provide maximum security and comply with pending IRS requirements, 2-Step Verification is required for all firms that use the CCH Axcess login method. This option cannot be disabled. Your firm administrator can, however, configure how often you must complete verification.
How often must I complete the 2-Step Verification process?
How often you must complete 2-Step Verification depends on options set by your firm administrator.
- If your firm allows you to set devices as trusted devices, you can reduce how frequently you complete 2-Step Verification by selecting Trust this device when you log in to CCH Axcess. You should not select this option if you are logging in to a shared or public computer. If this option is selected, you must complete 2-Step Verification:
- The first time you log in to CCH Axcess using a unique device and browser combination
- After you have cleared the cookies in your browser on a trusted device
- After resetting your password
- On a schedule that is set by your CCH Axcess administrator in the login setup options for your firm
- If your firm does not allow you to set trusted devices or if you do not select Trust this device, you must complete verification each time you log in.
Why am I prompted to complete 2-Step Verification every time I log in, even after selecting Trust this device?
Your browser might be configured to delete cookies automatically. Disabling this option often solves the problem. Consult the documentation for your browser to learn how to change this option.
If you are not comfortable updating these settings, contact your firm's IT team for assistance.
What methods can I use to receive my verification code?
All users have the option to receive verification codes by text and voice message. If your firm has enabled the SmartPhone Authenticator feature, you also can use a dedicated application on your iPhone® or Android™ phone to verify your identity. Consult your CCH Axcess administrator to ask if this option is available in your firm.
Why is the option to receive a verification code through email being removed?
For security reasons, the IRS recommends that the ability to receive verification codes through email be disabled. Although this is not yet a mandate from the IRS, we anticipate that it will be in the near future.
To improve both security and convenience, we have replaced the email option with the ability to use authenticator apps for completing 2-Step Verification. You also can continue to receive verification codes via text messages or phone calls.
Will the phone number that I provide for 2-Step Verification be used by Wolters Kluwer for marketing or other purposes?
No. The phone numbers that you provide as part of the authentication process are used only to verify your identity when you log in to CCH Axcess.
Which authenticator apps does CCH Axcess support?
CCH Axcess supports the use of two authenticator apps, Wolters Kluwer Authenticator and Google Authenticator™. These applications can be downloaded for free from the Apple® App Store® (for iPhones®) and Google Play™ (for phones on the Android™ platform). Use the links below to download and install the apps:
Which authenticator app should I use?
We recommend the Wolters Kluwer Authenticator app because it provides a more streamlined workflow, both during set up and verification. There is no need to retrieve and enter verification codes using Wolters Kluwer Authenticator. Instead, you complete verification with a single tap in the app. CCH Axcess opens without any further action on your part once verification is completed.
While Google Authenticator™ does require a few more steps during setup and verification, this app might be preferred by users who already use it for 2-Step Verification with other online services. During setup and verification, you will manually enter verification codes generated by the app.
Can I pair my phone to more than one authenticator app at a time?
No. To pair to a second authenticator app, you first must remove your pairing to the first authenticator app.
