Set up 2FA Using an Authenticator App (Preferred Method)

Updated: 2021-04-09

Two-factor authentication—or 2FA—provides an extra layer of protection for your purchases within your TaxCycle Account and especially for client documents stored in TaxFolder.

When you sign in, you confirm your identity through an authenticator app (preferred method), on your mobile phone or by receiving a unique code via text message. This additional step protects your clients and firm from unauthorized access to confidential documents.

We strongly encourage everyone to set up two-factor authentication on their TaxCycle Account.

Go to Your TaxCycle Account

  1. Sign in to your TaxCycle Account. You will be redirected to the Change Profile page in your TaxCycle Account. (If you enter your account from the TaxCycle website, you may need to click Change Email to get to the Change Profile page.)
  2. If you are already signed into TaxCycle or DoxCycle desktop software with your account, click on the person button in the title bar of TaxCycle. If you have not yet set up two-factor authentication, you will see a message. Click the link in the message to open your TaxCycle Account in a browser (and sign in again if necessary). You will be redirected to the Advanced Security page.
    Screen Capture: Set up two-factor authentication

Set Up an Authenticator App

  1. Install an authenticator app on your mobile device. These are free applications available from the App Store, Google Play or Microsoft Store.
  2. In your TaxCycle Account, go to the Advanced Security page.
    Screen Capture: TaxCycle Account Menu Advanced Security
  3. Click on the Authenticator app button.
    Screen Capture: Authenicator App Button
  4. Open your authenticator app on your device and use it to scan the QR code from your screen.
  5. Or enter the key displayed on the page into the authenticator app on your device. (If you type in the key, the code is not case-sensitive and it does not matter whether you type the spaces.)
  6. Your authenticator app will generate a unique code (this code changes every 30 seconds or so). Enter this verification code on the TaxCycle page.
  7. Click Verify Code.
    Screen Capture: QR code and verification code
  8. The next screen will display a recovery code to use in case you lose your device. Put these recovery codes in a safe place. You can only use each code once. If you lose your device and do not have the recovery codes, you will lose access to your account.
  9. Click the Advanced Security button to return to the Advanced Security page.
    Screen Capture: Recovery Codes
  10. We also recommend you provide a recovery email in case you lose access to your two-factor device.

Sign in with an Authenticator App

  1. Enter your Email address and Password on the Sign In page.
  2. Click the Sign In Now button.
    Screen Capture: Sign In Page
  3. Open your authenticator app on your device and find the authenticator code for TaxCycle and TaxFolder, then enter the code.
  4. Click Sign In Now.
  5. If you lose access to your device, click the link to sign in with a recovery code.
    Screen Capture: Authenticator Code
  6. Enter one of the recovery codes you saved during the setup process. You can only use each code once!
  7. Click the Sign In button.
    Screen Capture: Recovery Sign In