Logging In

If your firm uses the CCH ProSystem fx login method or you are an Active Federation Services user, CCH ProSystem fx prompts you for login credentials when you open the application.

1. Do one of the following to enter or accept your account number:
   • First time login.
     1.  Enter the account number and click Submit.
     2. Accept the Terms of Use.
     3.  Enter the temporary password that was emailed to you, and then enter and confirm your new password. Show me what the password must include.
        • At least eight characters and no more than 32 characters (or the minimum and maximum length set for your firm in Settings and defaults > Login Setup)
        • An uppercase letter
        • A number
        • A special character
     4. Select your security questions and answers. You can update these at a later time in User Options.
   • Subsequent logins. Do one of the following:
     • Accept the account number that was retained from your last log in.
     • Enter a different account number.
2. Enter your user ID.
3. Enter your password. Passwords must be at least 8 characters and no more than 32 characters (or the minimum and maximum length set for your firm in Settings and defaults > Login Setup), contain an upper or lowercase letter, contain a number or special character.

Note: If you do not remember your password, click Forgot Password and enter the answer to your security question. You will receive an email with a temporary password. When you log in using the temporary password, you are prompted to reset the password.

4. If selected in Login Setup, the Remember password option displays. Select this box if you want the system to remember your password for future logins. See Setting Up Login Options for more information.
5. Click OK to access the system.

Note: For CCH ProSystem fx and Federation Services logins, you are required to log back in after the amount of inactive minutes configured in Setting Up Login Options.