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RegionUSCAUK
Services & Workflow Automation

Multi-factor authentication (MFA)

Protect client data with a second factor at login.

Module

Services & Workflow Automation

Plan

Growth

Status

Live

In this module

Feature 8 of 8

About this page

This page explains what Multi-factor authentication (MFA) does inside Remindoo, how US accounting practices use it day to day, which plan it belongs to and what it costs. Protect client data with a second factor at login. It is one of 82 features across the platform, and it shares the same client record as services & workflow automation, billing, documents and reporting — so the work you do here shows up everywhere else without re-keying.

What Multi-factor authentication (MFA) does

The detail your team gets the moment this is switched on.

Authenticator app support
Enforce MFA practice-wide
Per-user recovery handling
Meets client and insurer expectations

How it works

1

Set it up once

Turn Multi-factor authentication (MFA) on for the services you deliver. Remindoo applies your practice defaults — owners, deadlines, templates and reminders — so you are not starting from a blank screen.

2

Run it day to day

Your team works in services & workflow automation as normal. Multi-factor authentication (MFA) keeps the detail attached to the right client and job, and updates everyone automatically when something changes.

3

See the whole picture

Everything feeds the dashboards and reports, so partners can see capacity, deadlines and progress across the practice without chasing anyone for an update.

Why practices use it

Less admin

Stop rebuilding the same job in spreadsheets. Multi-factor authentication (MFA) removes the manual steps your team repeats every week.

Nothing slips

Deadlines, owners and next actions stay visible, so nothing sits waiting on somebody remembering it.

One source of truth

Part of 82 connected features — the same client record powers tasks, billing, documents and reporting.

Plan availability

Multi-factor authentication (MFA) is a Growth plan feature.

From $82.55/mo at 75 clients, excl. tax

Plans & pricing

Get Multi-factor authentication (MFA) from $82.55/mo

Priced per client with unlimited users. 60-day free trial.

USD · excludes sales tax

Number of clients75

Core

Standard plan with all essentials included.

$71.12/mo

75 clients · excl. sales tax · $0.95 per client

Multi-factor authentication (MFA) not included on this plan

  • Task, client & workflow management
  • Proposals, engagements & e-signatures
  • Client portal & document sharing
  • Leads pipeline & automated reminders
Start with Core

Growth

Recommended

Everything in Core, plus advanced analytics and dedicated support.

$82.55/mo

75 clients · excl. sales tax · $1.10 per client

Multi-factor authentication (MFA) included

  • AI task & client summaries
  • Email inbox integration & triage
  • Tax liability visibility (12 months free)
  • Advanced analytics, MFA & bulk comms
Start with Growth

Prices update instantly with your client count · Cancel anytime · Full pricing & comparison

The rest of Services & Workflow Automation

Define a service once and let Remindoo raise the right jobs at the right time, forever.

Frequently asked questions

What is Multi-factor authentication (MFA) in Remindoo?

Multi-factor authentication (MFA) sits inside the Services & Workflow Automation module of Remindoo, the practice management platform for US accountants and CPAs. It works off the same client record, workflows and reporting as the rest of the platform, so nothing has to be re-keyed between tools.

Which plan includes Multi-factor authentication (MFA)?

Multi-factor authentication (MFA) is part of the Growth plan. Growth adds the automation, AI and advanced reporting layers on top of everything in Core.

How long does it take to set up Multi-factor authentication (MFA)?

Most practices have Multi-factor authentication (MFA) running on the same day. Import your clients, pick the services you deliver and Remindoo configures the defaults for you — you can then adjust templates, owners and deadlines as you go.

Can I try Multi-factor authentication (MFA) before paying?

Yes. Every Remindoo account starts with a 60-day free trial with full access to your plan, so you can run Multi-factor authentication (MFA) against your real client list before committing.

Explore other modules

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Import your clients, automate your deadlines and see the difference before you pay anything.