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Level 1
August 9, 2024
New

ProSeries DMS - IRS Mandates Multi-Factor Authentication IR-2024-201

Related products:ProSeries
  • August 9, 2024
  • 2 replies
  • 12 views

Will Intuit be adding multi-factor authentication to ProSeries DMS as soon as possible?

 

Multi-factor authentication (MFA) is now a federal requirement to protect clients' sensitive information. Effective June 2023, the FTC's safeguards rule mandates MFA to strengthen account security by requiring more than just a username and password.  Currently, MFA is not available for DMS (Document Management System).

 

Under the new FTC rules, at least two authentication factors must be used to access customer information. This requirement extends to securing client information on tax professionals' computers, networks, and within tax preparation software. Opting out of using MFA is prohibited. 

 

IR-2024-201

2 replies

sjrcpa
Level 15
August 9, 2024
The more I know the more I don’t know.
Level 3
October 1, 2024

How do you password protect DMS?