If you do not have a phone number in your CCH Axcess user profile, you will be prompted to add one that can be used for verifying your identity. This phone number must be a direct number. Phone numbers with extensions cannot be used for identity verification.
Standard Login
The general workflow for logging in is below. Note that, depending on your firm's setup, how long it has been since you last logged in, and other factors, you might be asked to verify your identity more than once.
Note that if this is your first time logging in, you might be prompted to perform additional steps, such as accepting the Terms of Use, resetting the temporary password that was sent to you, and setting security questions and answers.
To reduce the number of times you must complete 2-Step Verification, you can select the Trust this device option when you log in. If you do this, then you will only need to complete 2-step verification at intervals set by your administrator. See FAQs about 2-Step Verification in the Administration Manager Help for more information
To verify your identity, select one of the following:
Email to. Sends a verification code to your email address. This option is only available for first-time logins or if you historically used this option and have not yet verified a phone number for identity verification. This option can no longer be used as a permanent option.
Authenticator app. Allows you to confirm your identity via a separate authenticator app installed on your SmartPhone. This option is only available if your firm has enabled this option and you have paired your device to your CCH Axcess™ user account. See Completing 2-Step Verification Using Your Smart Phone in the Administration Manager Help for more information.
Text message to. Sends a verification code to your verified phone number.
Voice message to. Sends a voice message with a verification code to your verified phone number.
If your profile contains multiple email addresses or phone numbers, select the preferred address or number, if needed.
Click Send the Code.
Do one of the following, depending on the verification option you selected:
If you selected the email, text, or voice option, enter the code on the Verify Your Identity window.
If you selected the Authenticator App option, do one of the following, depending on which app you have installed.
Wolters Kluwer Authenticator. Tap Approve in the app on your phone or on the notification from the app. The login process completes automatically and CCH Axcess™ opens. No additional steps are necessary.
Google Authenticator. Open the app. A unique and time-restricted code displays. Enter the currently displayed code on the Verify Your Identity window on your computer.
Click Trust this device if you are using a private and secure device and want to bypass 2-step verification for the number of days set in your firm's login options.
If a phone number is already part of your CCH Axcess user profile, you can select a number or click Add phone to add a new phone number. If no phone number is included in your user profile, enter a phone number.
Click Continue.
Select whether you want to receive the verification code by text or voice message, and then click Send the Code.
When you receive the verification code, enter it in the Account Verification window, and then click Submit.
The 2-step verification process requires a second way to verify your identity in addition to your user ID and password. A message is to your email address or a phone number you specify. You are then required to enter a code (emailed or sent in a text message) or press pound on a phone keypad (sent in a voice message) to verify your identity.. How often you need to do this depends on the options set by your administrator in the firm setup.