The Highest-Return Hour You'll Spend
Stolen credentials are how firms get opened up. MFA has no demo value and nothing interesting to say for itself, and it prevents more damage per dollar than anything else on this page.
A Stolen Password Stops Short
With a second factor required, a password lifted by phishing or bought on a forum gets an attacker as far as a prompt they can't answer.
Whatever Fits the Person
Authenticator apps, push approval, hardware keys, biometrics. Partners who travel get keys. Seasonal hires get something simpler.
Documented for Auditors
IRS Publication 4557 and SOC 2 both want strong access control written down. Policies, enrollment records, and reports come with the rollout.
Centralized MFA Management
Enrollment status, policies by role, and authentication events in one place. The row worth checking is always the seasonal staff, because temporary accounts are how a firm ends up with permanent exceptions nobody remembers granting.
- Per-user enrollment tracking
- Role-based policy enforcement
- Compliance reporting dashboard
Total Users
48
MFA Enrolled
46
Pending
2
Partners
Hardware Key
Senior Staff
Authenticator App
Staff Accountants
Authenticator App
Admin Staff
Push Notification
Seasonal Temps
SMS Code
What the Rollout Includes
Methods that match the risk, policies that match the role, and the paperwork that proves both to whoever asks.
Biometric Options
Fingerprint and face recognition on devices that support it, fast enough that nobody starts hunting for a way around it.
Single Sign-On
One identity across practice management, tax prep, and Microsoft 365, with MFA enforced once at the front door.
Policy by Role
Partners and admins get stricter rules than the front desk. Everybody gets something.
Conditional Access
A known laptop in the office gets prompted less. A new device signing in from a new country gets prompted more, or doesn't get in.
Hardware Keys
FIDO2 and YubiKey support for the accounts that would hurt most, which is usually the partner who has access to everything.
Joiners and Leavers
MFA on from day one, access off the day somebody leaves. The second half is the one firms forget until the client list walks out with them.
Who It's For
Firms where one password opens more than anyone is comfortable admitting.
CPA Firms
MFA on tax software, client portals, and email, which is where the taxpayer data actually lives.
Multi-Partner Practices
One standard for partners, staff, and the seasonal hires who arrive in January and are gone by May.
Remote & Hybrid Teams
Logins from home, from a client's conference room, from an airport, without handing anyone a permanent exception.
Set Up Your Authentication
Choose your preferred verification method
Authenticator App
Microsoft or Google Authenticator
Hardware Security Key
YubiKey or FIDO2 device
Push Notification
Approve on your mobile device
Biometric
Fingerprint or face recognition
Setup People Actually Finish
Guided enrollment gets each person set up in a few minutes. They pick a method, the system walks them through it, and nobody has to open a ticket. We steer people toward apps and keys, and away from SMS wherever it matters.
- Self-service enrollment in under 3 minutes
- Trusted device policies reduce prompts
- Works across all firm applications
Frequently Asked Questions
Why does MFA matter this much for accounting firms?
Because credential theft is the common way in, and your logins open onto Social Security numbers and bank details for hundreds of households. MFA doesn't fix everything. It removes the single most reliable attack in the catalogue, which is using a password somebody typed into a convincing fake page at 9pm.
Which methods do you support?
Authenticator apps, push approval, hardware security keys (YubiKey and other FIDO2 devices), and device biometrics. SMS codes work and we'd rather you didn't lean on them, since SIM swapping is a real and documented technique. Apps or keys for anything sensitive.
How does it fit the software we already run?
We connect MFA to practice management, tax prep, Microsoft 365, Google Workspace, and most everything else through single sign-on. Staff sign in once at the start of the day instead of fighting a separate prompt in every application.
Will it slow us down in March?
It shouldn't. Push approval takes a couple of seconds, and trusted-device policies stop the prompting on known machines. If MFA is interrupting people twenty times a day, the policy is configured badly, and that's a fixable problem rather than a reason to turn it off.
Does MFA satisfy IRS requirements?
Publication 4557 points at multi-factor authentication as a safeguard for taxpayer data, and tax software vendors have been requiring it on their own products for a while now. Rolled out with written policies and enrollment records, it also answers the access control expectations in SOC 2 and GLBA.