Two factor authentication (2FA) is available on our 3.0 platform. Below, you'll see a video detailing 2FA and instructions to set that up. If you run into any issues, please contact us at help@countingworkspro.com.
Why We Are Implementing 2-Factor Authentication
The IRS is requiring two-factor authentication (2FA) to enhance security and protect sensitive taxpayer information. With increasing instances of identity theft and cyberattacks, 2FA adds an extra layer of protection beyond just a password. By requiring a second form of verification—such as a code sent to a mobile device or an authentication app—the IRS aims to ensure that only authorized individuals can access tax accounts and sensitive data. This helps to prevent unauthorized access and enhances overall cybersecurity.
Key Notes On Feature
- Global 2FA Toggle: Located in Settings > Client Hub Settings, PROs can now enable or disable 2FA for all clients.
- When enabled, clients will be prompted to set up 2FA (via SMS or Authenticator) after logging in, and all pages will remain locked until 2FA is successfully configured.
Handling 2FA Issues:
If a client encounters an issue during the 2FA setup, the Pro can now disable 2FA for that specific client without affecting the global setting.
- Support Override: PROs can override 2FA for individual clients without disrupting the global configuration.
- Once 2FA is disabled for a client, they will be prompted to set up 2FA (via SMS or Authenticator) on their next login attempt to the Client Hub.
This feature can be found in the ClientHub > Clients Detail Page under More > Security, providing flexibility while maintaining security across your client base.
For PROs who do not enable 2FA globally for their clients, there is still an option to enable 2FA for individual clients. This can be managed in the Client Hub > Clients Activity Page under More > Security, allowing PROs to enforce 2FA on a client-by-client basis while maintaining flexibility in their security preferences.