Multi-factor authentication - common questions for setup and implementation

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What is multi-factor authentication and is it required?
  • When enabled, multi-factor authentication is an additional layer of identity verification during the sign in process. Additional identity verification is provided through the Thomson Reuters Authenticator mobile app.
  • While multi-factor authentication is not a requirement at this time, we strongly recommend its use.

In May 2018, UltraTax CS will require multi-factor authentication when filing returns or extensions electronically. To prepare, we strongly recommend enabling multi-factor authentication now for all staff who transmit electronic files.

Multi-factor authentication overview

Why multi-factor authentication matters

Setting up multi-factor authentication for my login credentials.
  • Follow the appropriate instructions found on the left to enable MFA for your CS Professional Suite accounts.
  • To use to use multi-factor authentication with your NetStaff CS account and your Thomson Reuters ID, you must set up each account separately.
  • To use the Authenticator app with more than one type of account, complete the steps for each of your accounts you wish to add.
  • Even when this is not a firm-wide requirement, you can enable multi-factor authentication for just your account(s).

As of May 2018, to transmit electronic files in UltraTax CS, you must enable MFA for the account you use to sign in to UltraTax CS with. For details, see Logging in to CS Professional Suite applications.

Thomson Reuters IDs

NetStaff CS accounts

NetClient CS portals

Troubleshooting assistance

Signing in when the paired mobile device isn't accessible or lacks connectivity.
  • An administrator at your firm can generate a temporary numerical code that will allow you to login.
  • Temporary numerical codes expire 24 hours after your administrator generates them.
  • After receiving a temporary code, you will continue to use this code to login with until it expires.
  • As your firm's administrator, if another administrator is not available contact our Support team to have a code generated.

NetClient CS or NetStaff CS login - generating a numerical code for temporary

Thomson Reuters ID login - generating a numerical code for temporary

Mobile device requirements.

System and device requirements

Installing and using the mobile app

Troubleshooting assistance

Sign in screen prompts asking me, my staff, or my clients to enable multi-factor authentication.
  • If you've received a prompt, and do not wish to enable multi-factor authentication, choose Remind me later to temporarily snooze the reminder.
  • If you'd like to make multi-factor authentication mandatory for your firm, each of your staff will need a device the Thomson Reuters Authenticator app can be downloaded on.
  • A n administrative user can generate a temporary code daily for staff or clients without a smart device.
  • As an administrative user, the steps you will complete to require multi-factor authentication for your firm vary based on the credentials used to access your applications.

Managing multi-factor authentication requirements for Thomson Reuters IDs

Setting up multi-factor authentication requirements for NetStaff CS

Setting up multi-factor authentication requirements for NetClient CS

What to do when I get a new mobile device?
  • If possible, before getting a new mobile device you, your staff, or clients should first disconnect your currently paired device from your login credentials.
  • Complete the appropriate steps to set up multi-factor authentication and  pair your new device with your login credentials.
  • If your current device is no longer accessible, contact your firm administrator to receive a temporary numerical code to access your account and pair your new device.

NetClient CS - switching your mobile device

NetStaff CS - switching your mobile device

Thomson Reuters ID - disconnect your paired mobile device

Communicating with my clients about sign in screen prompts and using multi-factor authentication.
  • We've created a video and customizable template you can send to your clients explaining any sign in screen prompts they may receive and to get started with multi-factor authentication.

NetClient CS: Communicating with your customers about multi-factor authentication

Video: Multi-factor authentication for your NetClient CS portal

Obtaining a temporary code when the firm admin is not available.
  • When possible we recommend designating an alternate administrator, who can generate temporary codes for staff when your primary administrator is unable to do so.
  • Our support team is only able to generate temporary numerical codes for CS Web administrators or your firm's primary NetFirm CS administrator.

Adding admin permissions for Thomson Reuters IDs

Giving administrative permissions to NetStaff CS users

Can I disable multi-factor authentication if I no longer want to use it?
  • You can disable multi-factor authentication from you account if multi-factor authentication is not required by your firm administrator. For each account you no longer wish to use multi-factor authentication with, complete the appropriate steps.
  • If you disable multi-factor authentication and it is required for your firm, you will not be able to access your CS Professional Suite applications.
  • Contact your firm administrator for multi-factor authentication requirements for your firm.

Thomson Reuters IDs - disabling multi-factor authentication

NetStaff CS accounts - disabling multi-factor authentication

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