Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Need 6-digit code to access software each time

Greta
Level 9

Is there a way to remove this step after I type in my password?

0 Cheers
1 Best Answer

Accepted Solutions
Skylane
Level 11
Level 11

RANT 

I have been preparing tax returns and have owned an insurance agency since 1988. I have (electronic) relationships and interfaces with over 4 dozen government agencies, insurance companies, and financial institutions. Each with its own proprietary platforms and protocols.  

Even though I have a full time IT tech to maintain our systems, I spend 1/2 my day logging various platforms requiring SMS, email, or authenticator MFAs and the other 1/2 arguing with their help desks when their STUFF doesn’t work. 

A national insurer just migrated 10 of our staff to their new platform. They somehow confused and crossed up the principal’s personal information. When i couldn’t login or reset my password I called the help desk who verified my identity by birthdate. Apparently I got it wrong and they could not speak with me and had NO other means of verification. 5 emails and 2 days later, both my wife and I spent 1/2 hour on the phone with these IDIOTS 

The State of NJ combined their 3 property tax reimbursement programs for seniors and the disabled onto one new 3 page convoluted application. They offer an electronic application, but ONLY available to individual taxpayers using their “id.me” logins. Good luck finding an octogenarian with ID.Me. preparers cannot access the electronic filing system.

Can’t wait for the new Proseries software…. I’m planning on downloading it 4/1/26 and putting everyone on extension. Figuring they’ll work out the kinks by next July.

If at first you don’t succeed…..find a workaround

View solution in original post

7 Comments 7
Just-Lisa-Now-
Level 15
Level 15

yes

go here

https://www.intuit.com/sign-in/

Sign in and Security > 2 step verification


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
TaxGuyBill
Level 15

Are you sure you want to remove that?

It is a security feature.  I don't remember the details, but depending on how your computer is set up, it might be required by law (the GLBA) that you have the Multi-Factor Authentication of entering the code.

Terry53029
Level 15
Level 15

As Bill said Multi-Factor Authentication is required. See link

https://www.irs.gov/privacy-disclosure/multifactor-authentication-implementation

George4Tacks
Level 15

Does this really apply to preparers? Pub 1075 is for Tax Information Security Guidelines For Federal, State and Local Agencies


Answers are easy. Questions are hard!
Terry53029
Level 15
Level 15

@George4Tacks you are correct George that the 1075 is not for us, but the Gramm-Leach-Bliley Act, and its updated Safeguards Rule require tax preparers to implement multi-factor authentication (MFA) for anyone accessing customer information systemsThis is a federal requirement to protect client data, with exceptions only allowed if an equivalent or more secure access control is approved in writing by a qualified individual. 

Skylane
Level 11
Level 11

RANT 

I have been preparing tax returns and have owned an insurance agency since 1988. I have (electronic) relationships and interfaces with over 4 dozen government agencies, insurance companies, and financial institutions. Each with its own proprietary platforms and protocols.  

Even though I have a full time IT tech to maintain our systems, I spend 1/2 my day logging various platforms requiring SMS, email, or authenticator MFAs and the other 1/2 arguing with their help desks when their STUFF doesn’t work. 

A national insurer just migrated 10 of our staff to their new platform. They somehow confused and crossed up the principal’s personal information. When i couldn’t login or reset my password I called the help desk who verified my identity by birthdate. Apparently I got it wrong and they could not speak with me and had NO other means of verification. 5 emails and 2 days later, both my wife and I spent 1/2 hour on the phone with these IDIOTS 

The State of NJ combined their 3 property tax reimbursement programs for seniors and the disabled onto one new 3 page convoluted application. They offer an electronic application, but ONLY available to individual taxpayers using their “id.me” logins. Good luck finding an octogenarian with ID.Me. preparers cannot access the electronic filing system.

Can’t wait for the new Proseries software…. I’m planning on downloading it 4/1/26 and putting everyone on extension. Figuring they’ll work out the kinks by next July.

If at first you don’t succeed…..find a workaround
Lewis
Level 1

288129

0 Cheers