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Using Two-Factor Authentication (2FA) in the Client Portal
Using Two-Factor Authentication (2FA) in the Client Portal

Details for how to select an Authenticator App for accessing the Karbon Client Portal when Two-Factor Authentication is required.

Wayne Daley avatar
Written by Wayne Daley
Updated over a week ago

Two-factor authentication (also known as 2FA) is an additional layer of security your accountant can choose to add to their client portal. When 2FA is enabled, you'll be asked to provide a secret code when logging in. These codes are generated by an authenticator app, which you'll need to set up when you create your login account. This extra security protects your account in case your login and password are compromised.

Recommended Authenticator Apps

  • Google Authenticator

  • Okta Verify

  • Microsoft Authenticator

  • Authy

Before You Start

Make sure you have one of the Authenticator Apps installed on your mobile device. You will also need to have access to your device's camera for scanning a QR code.

Setting up 2FA

During your account setup, you'll be presented with a QR code. Scan it with your chosen authenticator app on your mobile device. The QR code contains details to configure your mobile device for generating 2FA codes specific to the client portal.

  1. Scan the QR code to set up your authenticator app for the client portal

  2. Enter the first 6-digit code generated by your app to verify and complete setup.

  3. You'll then be shown a list of recovery codes. Save these for emergencies.

Logging in with 2FA Enabled

  1. Navigate to the Client Portal and enter your username and password.

  2. You'll be prompted to enter a 6-digit code from your Authenticator App. Open the app, retrieve the code, and enter it in the Client Portal.

  3. Click the "Verify" button to complete the login process.

If You Lose Access to Your Authenticator App

  • Use one of the saved recovery codes to log in.

  • Contact your accountant to reset 2FA settings so you can set up a new device.

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