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Prepare to upgrade to the Thomson Reuters Account for tax and accounting customers

Temporary email two-factor authentication

Firm Administrators can turn on email as a temporary two-factor authentication (2FA) method for users who don't have access to their normal 2FA device.
When users can't access their normal 2FA device, you can enable email as a temporary method. This option is available for 60 minutes and requires Administration permission.
important
Email as a 2FA method was recently not available as a permanent option. If a bad actor gains access to a user's email, email as a 2FA method would no longer serve as a security barrier.
Select the following product for the steps to turn on this feature.

Turn on temporary email 2FA for NetStaff CS users

If a NetStaff CS user doesn't have access to their normal 2FA device, you can turn on email as a temporary 2FA method. This option is available for 60 minutes and requires Administration permission.
important
Email as a 2FA method was recently not available as a permanent option. If a bad actor gains access to a user's email, email as a 2FA method would no longer serve as a security barrier.
  1. Go to the
    Admin
     tab.
  2. Under NetStaff CS, select
    Users
    .
  3. Select the specific user.
  4. Under Sign-in Options, select
    Enable email 2FA
    .
  5. Select
    Temporary 2FA
    .
When the user logs in with their Thomson Reuters Account credentials, they can select
Try another method
 and email as 2FA will appear in the methods list.

Turn on temporary email 2FA for NetClient CS users

If a NetClient CS user doesn't have access to their normal 2FA device, you can turn on email as a temporary 2FA method. This option is available for 60 minutes and requires Administration permission.
important
Email as a 2FA method was recently not available as a permanent option. If a bad actor gains access to a user's email, email as a 2FA method would no longer serve as a security barrier.
  1. Go to the
    Admin
     tab.
  2. Under NetClient CS, select
    Users
    .
  3. Select the specific user.
  4. Under Sign-in Options, select
    Enable email 2FA
    .
  5. Select
    Temporary 2FA
    .
When the user logs in with their Thomson Reuters Account credentials, they can select
Try another method
 and email as 2FA will appear in the methods list.

Turn on temporary email 2FA for ESS users

If an ESS user doesn't have access to their normal 2FA device, you can turn on email as a temporary 2FA method. This option is available for 60 minutes and requires Administration permission.
important
Email as a 2FA method was recently not available as a permanent option. If a bad actor gains access to a user's email, email as a 2FA method would no longer serve as a security barrier.
  1. Go to the
    Admin
     tab.
  2. Under Employee Self Service (ESS), click
    Users
    .
  3. Select the specific user.
  4. Under Sign-in Options, select
    Enable email 2FA
    .
  5. Select
    Temporary 2FA
    .
When the user logs in with their Thomson Reuters Account credentials, they can select
Try another method
 and email as 2FA will appear in the method list.

This article applies to:

  • Product: Account management
  • Subject: Two-factor authentication