How To
Multi-Factor Authentication
Onboarding
How to Set Up Multi-Factor Authentication.
Multi-Factor Authentication (MFA) significantly reduces the risk of unauthorised access and helps protect organisational and client data. Passwords alone are no longer sufficient to protect accounts against modern cybersecurity threats.
Mandatory MFA helps to protect organisations, reduce credential-based attacks, improve overall account security, and align with industry security best practices.
Multi-Factor Authentication Options
Wolters Kluwer Account provides three methods for receiving MFA codes:
1. Authentication App
2. SMS
3. Email
During account creation/activation you are requested to configure one of these options. You can configure additional options later on via the method applicable to the application/s you have access to – usually via ‘My Profile’ or ‘My Login Preferences’ within the application.
Option 1: Authenticator App
An authenticator app generates a 6-digit code on your mobile or tablet device.
Step-by-step: Set up an authenticator app
1. Select the Authentication App option and select Next. You can click on any of the hyperlinks to download the authentication app if you don’t already have one installed. All authentication applications can be used. Not just the ones listed.
2. Open your preferred Authenticator app on your mobile or tablet device.
3. Scan the QR code displayed on your screen using the app.
4. The app will generate a 6-digit code. (The image below will be slightly different on an Android device to an Apple device and will also differ between authentication applications)
5. Enter the code and select Save.
6. Save your recovery codes securely. Recovery codes can be used in place of an MFA code if you don’t have access to your device to receive the MFA code.
Video guide: Set up an authenticator app
Option 2: SMS (Text Message)
Use this option if you prefer to receive a 6-digit verification code by text message.
Step-by-step: Set up SMS authentication
1. Select SMS authentication option.
2. Review the mobile number currently in use.
3. Change your country code if necessary and enter your mobile number, then click Next.
4. A 6-digit authentication code will be sent to the mobile number provided.
5. Enter the code within five minutes. You can resend the code or edit the number if needed.
6. Select Save to confirm the update.
Video guide: Set up SMS authentication
Option 3: Email Authentication
Use this option to receive a 6-digit verification code by email.
Step-by-step: Set up email authentication
1. Select Email authentication option.
2. Enter a valid email address and select Next.
Note: we recommend using a different email address to that of your Wolters Kluwer Account username.
3. A 6-digit authentication code will be sent to the email address provided.
4. Enter the code within five minutes. You may resend the code or edit the email address if required.
5. Select Save to complete setup.
Video guide: Set up email authentication
Need help? If you need assistance configuring MFA, or if you need to log a support case, please click here.
Useful resources
Related documents
Release Schedule 2026
The document provides information about joining groups for updates on Wolters Kluwer software releases, particularly in the Tax and Accounting sector. It details scheduled releases for various software, including CCH Central, CCH OneClick, and CCH iFirm, along with specific dates and software functionalities. Key upcoming versions include CCH Central 2026.3 and several CCH iFirm releases throughout Q3/Q4 of 2026, focusing on enhancements and bug fixes across their suite of services. Users are encouraged to provide feedback through the relevant groups.
Northern User Group (NUG) Officers
The document outlines the key positions within the Northern User Group, including roles such as Chair Person, Secretary, and various sub-group chairs (CCH Accounting, CCH Trust Accounts, and CCH Central). It provides contact information for the Group Chairman, Stephen Leonard, including his email and phone number for inquiries.
How to Join the Northern User Group (NUG)
The CCH Northern User Group offers a 2025 subscription for £445, allowing unlimited delegate attendance at meetings. Founded in 1985, the group has undergone several name changes but remains independent of CCH. It now consists of various product sub-groups related to tax, accounting, and practice management. Members find the membership benefits exceed costs compared to traditional seminars. Potential members are encouraged to contact the Group Chairman for inquiries or to apply. Members can also engage in discussions and updates through a Support Portal group.
Scottish User Group (SCUG) Meetings
The Scottish User Group (ScUG) fosters collaboration among Wolters Kluwer customers, providing a platform for firms to share knowledge and best practices. Established in 2001, it currently includes about 50 members from 26 firms across Scotland. Meetings, held biannually, feature product updates from Wolters Kluwer and discussions on pertinent topics like tax legislation and operational efficiency. Members are encouraged to participate actively and suggest agenda topics. The next meeting is scheduled for March 19, 2026, at the Apex Dunblane Hydro Hotel. Interested individuals can contact Anne Melville for membership details.
How to Join the Scottish User Group (SCUG)
The Scottish User Group (SUG) offers Wolters Kluwer customers a platform for networking, learning, and influence. Members gain direct access to experts, share best practices, engage in topical discussions, and can customize their participation. The group fosters a supportive peer network focused on practical applications rather than sales. New members are welcome, and interested firms can contact the Secretary, Anne Melville, for more information. Additionally, members can join the SUG group on the Support Portal for updates and interactions within the community.