New for 2024 due to IRS security requirements is the MFA Authentication necessity for the UltimateTax Desktop software. This will pair each login account with an authentication app for higher security and is set up after installing the Desktop software.
Once installed and you have created your passwords you will be shown a screen with a QR Code to scan using one of many available authentication apps found in your mobile device's application store*.
Recommended applications for:
Microsoft users - Microsoft Authenticator
Google account users - Google Authenticator
Mac & Apple users - Apple Authenticator
*For Desktop users without or choosing not to use a mobile device we do recommend a Windows based desktop authenticator. Find out more by clicking this link to view the Protecc 2FA Authenticator application page.
After downloading the Authentication app on your device you will use the app's QR scanner to scan the QR code on-screen. This will automatically pair the Desktop login account to your Authenticator app, requiring input from you at each login to ensure privacy and security.
When entering this code take note of the Remember Me box in the bottom-left corner. Marking this will remember your secure login for 180 days.
If you need to re-pair your device and account, you can find this option by logging in as Admin then go to Tools -> Utilities/Setup Assistant, in the new window click Setup -> Setup Assistant and navigate to the Groups & Users tab.
Here you can select the User you wish to re-pair and click View/Edit. In the following screen click on the Reset button next to Reset Device Pairing.
If you have any issues logging into the accounts associated with the Authentication application you have downloaded, be sure to reach out to the Customer Support team for the associated application.