🔐 Two-Factor Authentication in Client Hub

Add an extra layer of protection to your account.

At Client Hub, we take security seriously. That’s why we highly recommend enabling our SMS-based Two-Factor Authentication (2FA) to help protect your account from unauthorized access.

✅ Enabling Two-Factor Authentication

To enable 2FA for your account:

1. Click the “⋯” (three-dot) menu next to your name at the bottom-left corner of the screen.
2. Select "My Account."
3. Click the "Setup Two-Factor Authentication" button.
4. Follow the prompts to verify your phone number and complete setup.

Once enabled, you'll be prompted to enter a verification code sent via SMS when logging in from a new device.

👁️ Viewing 2FA Status for Users

Admins can check who in the firm or client base has enabled 2FA:

• For Internal Users:

  • Go to Manage Practice → view the Manage Users table.

    For Client Users:

  • Open the appropriate Client Workspace.
  • Go to the Client Details tab → view the Client Users table.

Users who have 2FA enabled will be marked accordingly.

🔒 Why Enable 2FA?

• Prevents unauthorized access even if a password is compromised
• Adds protection for sensitive client and firm data
• Demonstrates your firm’s commitment to secure collaboration