ProSeries - 2FA (Two Factor Authentication)

With the upcoming IRS mandate to require 2 factor authentication at login for your Tax Year 2022 program, your feedback is important to help us understand how best to ensure a smooth transition for your firm.

Please take a few minutes to complete the short survey below. Thank you!

For details on upcoming IRS requirement refer to: Login Security Recommendation for Tax Year 2021

Review the screen shots below and then respond to the next question.

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* 1. Have you seen any of the ProSeries in-product alerts and/or in-product pop up messaging for enabling 2-factor authentication (2FA)

Yes

Comments

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* 2. Did anything within the messaging motivate you to opt in to 2FA?

Yes

Comments

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* 3. Did you turn on 2FA after reading the message?

Yes

If yes, any concerns? If no, why not?

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* 4. Have you discussed 2FA pop-up in ProSeries or the IRS requirement with your employees/colleagues?

Yes

Comments

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* 5. In your opinion, what are the pros/cons of enabling 2FA?

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* 6. While the IRS is strongly recommending enabling 2-factor authentication (2FA) for Tax Year 2021, it will be mandated starting in Tax Year 2022. What is the primary reason you are waiting to enable 2FA for each user in your firm.

All users in my firm have already enabled 2FA on their logins. (User name + password + authentication code)

I plan to wait until after the tax season deadlines to get all my users set up

I am currently testing with a limited number of users in my firm, before setting up for all users

I plan to wait until the IRS mandate actually goes into effect

Other

Other (please specify)

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* 1. Have you seen any of the ProSeries in-product alerts and/or in-product pop up messaging for enabling 2-factor authentication (2FA)

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* 2. Did anything within the messaging motivate you to opt in to 2FA?

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* 3. Did you turn on 2FA after reading the message?

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* 4. Have you discussed 2FA pop-up in ProSeries or the IRS requirement with your employees/colleagues?

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* 5. In your opinion, what are the pros/cons of enabling 2FA?

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* 6. While the IRS is strongly recommending enabling 2-factor authentication (2FA) for Tax Year 2021, it will be mandated starting in Tax Year 2022. What is the primary reason you are waiting to enable 2FA for each user in your firm.

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* 7. Customer Account Number (In ProSeries, select Tools -> Options -> Click on Customer Information button on right hand side)