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Two Factor Authentication (2FA)
Two Factor Authentication (2FA)

Enabling two factor authentication for enhanced Client Portal security

Updated today

Keeper takes security very seriously – we follow industry best practices and encrypt all data at rest and in transit. Additionally, Keeper supports SMS-based Two-Factor Authentication (2FA) for both the Client Portal and for accountant users.

Two Factor Authentication Settings

Enable 2FA for Users

  1. Go to Practice Settings (⚙️ icon)

  2. Click Manage Users

  3. If necessary, add a phone number for the applicable user(s)

  4. Check ✔️ 2FA

Disabling 2FA? You'll just un-check the box to disable this feature.

If you can't log in due to issues with 2FA, contact an admin on your team to disable this for you. You can also reach out to Keeper Support at help@keeper.app if an admin is not available!

Enable 2FA for Clients

Before enabling 2FA for your Clients, make sure to confirm that all clients that need 2FA enabled have a phone number listed and that number can receive text messages.

  1. Navigate to your Practice Settings (⚙️ icon)

  2. Select Client Portal

  3. Navigate to Security (you may need to scroll to the right to see it)

  4. Check ✔️ Enable 2FA

The video below has an old version of our user interface, but the process is the same!

What does the 2FA text look like?

Once you have enabled 2FA, users and clients will be prompted to enter an additional number from a text to sign in. For clients, this will be in addition to using their magic link, Google SSO, or password.

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