Logging In and Out of Validate

The first time you log in to CCH iFirm Validate and periodically afterward, you must verify your identity using the 2-Step Verification process. How often you must perform this step depends on the options set by your administrator in the firm setup.

In addition, if your user profile does not include a phone number, you might be prompted to enter one, and then to complete an additional verification process.

Important: The phone number you enter must be a direct phone number. A phone number that requires the caller to enter an extension number or to follow a phone menu cannot be used.

Standard Login

If this is your first login, you might be prompted to perform additional steps, such as accepting the Terms of Use, resetting the temporary password, and setting security questions and answers.

If it is not your first login, depending on your firm's setup and the amount of time since you last logged in, you might be asked to verify your identity multiple times.

You are allowed five failed login attempts in a period of 15 minutes. Once you reach that limit, you must reset your password. Contact support to get a one-time access code for resetting your password.

You must log back in after 20 or 30 minutes of inactivity, depending on your firm's configuration. Regardless of activity, you must log back in after 24 hours.

To log in, do the following:

1. If this is your first time logging in on this device and browser, enter your account number and click Submit.
2. Enter your user ID. If you do not remember your user ID, click Forgot User ID? and enter the email address that is in your staff profile. You will receive an email containing your user ID.
3. Enter your password. If you do not remember your password, click Forgot password? and enter the answer to your security question. You will receive an email with a temporary password.
4. Enter the Captcha text displayed in the image. Alternatively, you can click Audio to hear the letters pronounced. This text is not case-sensitive.
5. Click Login.

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2-Step Verification

If you are prompted to verify your identity, do the following:

1. Select the method you would like to use to verify your identity. The options that are available to you depend on the information that is available in your staff profile.
   • Email to. Sends a verification code to your email address.
   • Text message to. Sends a verification code to your phone number.
   • Voice message to. Sends a verification code by voice message to your phone number.

   Tip: If your profile contains multiple email addresses or phone numbers, you can select the preferred address or number, if needed.

2. Click Send the Code.

   Note: The verification code expires five minutes after it is sent.

3. Do one of the following:
   • If you selected the email or text option, retrieve and enter the code on the Account Verification window.
   • If you selected the voice message option, you will be prompted to enter pound on your phone keypad.
4. Select Remember this device if you are using a private and secure device to bypass 2-step verification for the number of days set in your firm's login options.

   Notes:

   • Do not select Remember this device if you are using a public device.
   • The verification process is specific to your user credentials, device, and browser. You can select to trust each device that you use to log in to CCH iFirm.
5. Do one of the following:
   • If you used the voice message option, click Voice Message was Received.
   • If you used the email or text option, click Submit.

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Logging Out

To log out of CCH iFirm Validate, click in the top-right corner of the CCH iFirm Validate window.

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