This help article is designed for Armanino Access clients. Multi-Factor Authentication (MFA) is a mandatory security requirement for logging in and onboarding. MFA adds an extra layer of protection, ensuring that even if your password is compromised, your account remains secure.
This guide provides step-by-step instructions for setting up MFA using widely trusted authenticator apps: Google Authenticator, 1Password, Authy, and Microsoft Authenticator. Each section includes official support resources, video tutorials, and best practices to help you configure your chosen app quickly and correctly.
Before You Begin
1. Ensure you have a mobile device with internet access.
2. Download one of the recommended authenticator apps (Google Authenticator,
1Password, Authy, Microsoft Authenticator, Okta Verify) from the App Store or Google
Play. All apps are available for iOS and Android.
General Setup Steps
1. Open your chosen authenticator app.
2. Tap the '+' icon or 'Add Account'.
3. Scan the QR code displayed in TaxAdvantage or enter the setup key manually.
4. Enter the 6-digit code generated by the app into TaxAdvantage to complete setup.
When you are prompted for a code, please note that you will need to re-access the account on your selected app, and you will find the code required to login. You will not be sent a code via the app or text message
Authenticator Apps
Below are screenshots on how to add a new account across top authenticator apps. Please note that this process will vary depending on your device and company security policies.
Google Authenticator
Setup Steps:
1. Download Google Authenticator from Google Play Store or Apple App Store.
2. Open the app and tap 'Get Started'.
3. Choose 'Sign in to your Google Account' (optional for backup) or 'Use without an account'.
4. Tap the '+' icon to add an account.
5. Select 'Scan a QR code' or 'Enter a setup key manually'.
6. Complete the setup by entering the generated 6-digit code on the service you’re securing.
7. Optional: Enable 'Privacy Screen' for extra protection.
8. For transferring codes to a new device, use 'Menu > Transfer accounts'.
Official Help: https://support.google.com/accounts/answer/1066447
Video Tutorial: https://www.youtube.com/watch?v=seyOjyJGsxY
1Password
Setup Steps:
1. Download and install 1Password from the official website or app store.
2. Sign in to your 1Password account.
3. Navigate to the item you want to secure with MFA.
4. Click 'Edit' and then 'Add new one-time password'.
5. Scan the QR code provided by the service or enter the setup key manually.
6. Save the changes to store the one-time password in 1Password.
7. Use the generated code from 1Password to complete MFA setup on the service.
Official Help: https://support.1password.com/one-time-passwords/
Video Tutorial: https://www.youtube.com/watch?v=3NIgBoVJ2FA
Authy
Setup Steps:
1. Download Authy from Google Play Store or Apple App Store.
2. Open the app and enter your phone number.
3. Verify your phone number via SMS or call.
4. Set up a backup password for account recovery.
5. Tap the '+' icon to add a new account.
6. Scan the QR code provided by the service or enter the setup key manually.
7. Authy will generate a 6-digit code for MFA verification.
Official Help: https://authy.com/download/
Video Tutorial: https://www.youtube.com/watch?v=K8GxJ5pJ4hY
Microsoft Authenticator
Setup Steps:
1. Download Microsoft Authenticator from Google Play Store or Apple App Store.
2. Open the app and sign in with your Microsoft account (optional for backup).
3. Tap the '+' icon to add an account.
4. Select the account type (e.g., Work or School, Personal).
5. Scan the QR code provided by the service or enter the setup key manually.
6. Approve notifications if prompted to enable push-based authentication.
7. Use the generated code from Microsoft Authenticator to complete MFA setup.
Video Tutorial: https://www.youtube.com/watch?v=YE6WL_D3Duc
Okta Verify
Setup Steps:
1. Download Okta Verify from Google Play Store or Apple App Store.
2. Open the app and tap Get Started.
3. Sign in to your organization’s Okta account when prompted.
4. Tap the + icon to add an account.
5. Select Organization and scan the QR code displayed on your computer screen.
6. Complete the setup by approving the connection and enabling push notifications.
7. (Optional) Enable biometric authentication (Face ID or Touch ID) for extra protection.
8. For transferring accounts to a new device, use Menu > Transfer accounts in the app.
Official Help: https://support.okta.com/help/s/launch-kit-for-okta-admins/setting-up-mfa-for-end-users?language=en_US
Video Tutorial: https://help.okta.com/en/prod/Content/Topics/MFA/okta-verify.htm
If you need to reset your MFA, the appointed administrator for your TaxAdvantage account can assist you, or you can contact us at TaxAdvantageSupport@armanino.com