Multi-Factor Authentication (MFA) for Taxpayers

Multi-factor authentication provides enhanced security by sending the required access code to the taxpayer's phone instead of their email address. The code is required to access the return. 

Enabling Multi-Factor Authentication

1. Click the Navigation Widget. 
2. Click Suite Settings.
3. Click Security.
4. Navigate to Multifactor Authentication. 
5. Click the Taxpayers toggle to ON.

Using Multi-Factor Authentication

Setting Multi-Factor Authentication During Processing

1. Click the Client Info tab while processing a return.
2. Select the appropriate Country Code from the drop-down.
3. Enter the 10-digit Mobile Number for the taxpayer.
   • Our system currently recognizes 10-digit phone numbers so some international numbers may not be allowed at this time.

Continue processing and deliver the return as normal.  Please follow our Client Info Tab (Tax Return Processing) article to walk through the rest of the process.

Client Experience

The client will access the return via the link provided in the Initial Email or Reminders. The client will enter a partial SSN for individual returns. Clients will be directed to the Authentication screen and be prompted to request an Access Code.

1. Click on Request access code.
2. Enter the code sent via text message into the required field.
3. Click Continue to access the return.