Settings (Basic): Two-factor authentication for Firm owner & Admin
Two-factor authentication (2FA) adds an extra layer of security when accessing TaxDome. The additional step of authenticating your identity makes it much harder for an attacker to access your data, even if your credentials have been compromised. In this article, you can learn how to enable 2FA for the whole firm and how to disable 2FA for your clients or team members in case they lose access.
Note! This article is for firm owners and admins only.
Habilitar 2FA para todos los miembros del equipo
As a firm owner or admin, you can choose whether your team members need to use two-factor authentication (2FA).
Para que la 2FA sea obligatoria para todos los miembros de tu equipo, haz lo siguiente:
- Go to Settings > Firm settings from the sidebar menu.
- In the Two-factor authentication (2FA) section, select the Require 2FA for all team members checkbox.
- Click Save to apply the changes.
Starting now, every firm employee must set up 2FA for their account and enter a one-time code when logging into the portal.
To deactivate this feature, clear the Require 2FA for all team members checkbox.
Desactivar 2FA para clientes y miembros del equipo
If your clients or team members can't log into the portal because they have lost access to the authentication app and don't know the code, they can click No access to application. Then, a firm owner will receive a notification via email, and a firm owner and admins can disable 2FA manually in the portal.
If you want someone else to receive 2FA disable requests, go to Settings > Firm settings from the sidebar menu. In the Two-factor authentication (2FA) section, enter the email address and click Save. However, remember that only a firm owner and admins can disable someone else's 2FA.
Una vez que sepas que un cliente o miembro del equipo tiene problemas para iniciar sesión, puedes desactivar 2FA.
For clients
To disable 2FA for a client:
1. Open the client profile and switch to the Info tab of the client profile.
2. Click the three dots next to the contact's email address in the Contacts section.
3. Select Disable two-factor authentication. Then, click Confirm.
For team members
To disable 2FA for a team member:
1. Go to Settings > Team & plans from the sidebar menu and switch to the Team members subtab. You’ll see which team members have 2FA enabled.
2. Click the three dots to the far right of the team member’s name and select Disable two-factor authentication. Then, click Confirm.
