The Two-Step Verification Process

Soon, Wolters Kluwer will incorporate a Two-Step Verification Process when logging into certain solutions. This security process leverages two authentication factors to increase assurance that the individual attempting to access vital data is who they declare to be. The authentication factors that Wolters Kluwer uses are:

  • Possession factors (Something you have, such as a key fob, smartphone, or external email account)
  • Knowledge factors (Something you know, such as username and password or answers to security questions)


The Importance of a Two-Step Verification Process 

Cybercriminals would have a difficult time accessing your client’s data. Here’s why: after entering the password, our two-step verification process requires first-time users to enter a one-time passcode that is sent to a registered/validated telephone or e-mail. That code must then be entered to verify the user’s identity. A criminal would need physical control of the user’s mobile device, or would need immediate access to the user’s e-mail address. Here is the current list of Small Firms Solutions that will be impacted by the two-step verification process: 

  • TaxWise® Online™
  • CCH iFirm
  • Central Office Manager (COM) (applicable for TaxWise Online customers)
  • Online Check Printing (OCP) (applicable for TaxWise Online customers)
  • Support Sites for TaxWise® and ATX™ 
  • Shopping Cart (if you purchase products via: www.taxna.wolterskluwer.com you would have to go through the two-step verification process)
  • Refunds Today® (support site, National Tax School)


Frequently Asked Questions 

Why is this 2-step verification process being added?

As we strive to build long-lasting and sustainable partnerships, we continue to assess and leverage technology that aims to help you provide more security to your customers. In light of this, select software will have an extra layer of security that makes it mroe difficult for cybercriminals to access your tax practitioner data.

What software will have 2-step verification enabled?

  • TaxWise® Online™
  • CCH iFirm
  • Central Office Manager (COM) (applicable for TaxWise Online customers)
  • Online Check Printing (OCP) (applicable for TaxWise Online customers)
  • Support Sites for TaxWise® and ATX™ 
  • Shopping Cart (if you purchase products via: www.taxna.wolterskluwer.com you would have to go through the two-step verification process)
  • Refunds Today® (support site, National Tax School)

Is this mandatory?

No, it is not mandatory. This 2-step verification is enabled automatically for the first time you login to one of the above solutions, so you will have to go through the verification process. However, once you have logged in, you can disable it.

How do I enable 2-step verification if my product doesn't have it enabled?

At this time, the above products are the only ones that will have 2-step verification enabled. Check this page periodically for future updates.

How do I login using 2-step verification?

1) The first step is to enter your client ID, username and password.
2) Next, you will need to enter a code that will be sent to the e-mail address on file for your account, which is displayed in a box below the login fields.

After you go through these two steps, you will be logged in.

If my software doesn't have it, when will it be added?

Check this page periodically for future updates.

How can I opt out/disable 2-step verification?

If you are the Admin, you can choose to opt out of this 2-step verification across all software, support sites and shopping cart by logging in to the support site and clicking on Manage Users menu in the top right. Alternatively, you can also opt out via the following manners:

  • TaxWise Online - access Settings, then Manage Users
  • CCH iFirm - click on the Firm Settings menu item, then Multi-Factor Authentication Settings

Are there alternatives to opting out?

Yes, so you don't have to enter the code at every login, you can choose to "trust this device" to have your computer and browser remember the code for 90 days. However, if you login from a different browser, location or reset your cookies, you will have to request a new code.