How to Manage Your Profile and Enable Two-Factor Authentication (2FA) in TaxMingle

TaxMingle gives clients control over their account settings, profile details, and security preferences. This guide walks you through updating your profile and setting up two-factor authentication (2FA) for enhanced security.

1. Accessing Account Settings

To manage your profile or security settings:

1. Log in to your TaxMingle account.
2. From the left-hand sidebar, click on Settings.
3. You’ll see two main tabs at the top: Profile and Security.

2. Updating Your Profile Information

To update your personal details:

1. In the Profile tab under Settings, you’ll find the Profile Information section.
2. You can update the following fields:
   • First Name
   • Last Name
   • Phone Number
3. Your Email Address is visible but cannot be changed.
4. After updating your information, click Save Changes to apply updates.
5. Email address cannot be edited once registered.

3. Managing Security Settings

Click on the Security tab under Settings to access password and 2FA options. You’ll see two sub-tabs:

• Password
• Two-Factor Authentication

A. Change Your Password

1. Go to the Password tab.
2. Enter your Current Password.
3. Enter a New Password.
4. Confirm the new password.
5. Click the Change Password button to update your login credentials.

B. Enable Two-Factor Authentication (2FA)

Two-Factor Authentication adds an extra layer of security by requiring a time-sensitive verification code from your mobile device, in addition to your password.

Step 1: Initiate 2FA Setup

1. Switch to the Two-Factor Authentication tab under Security Settings.
2. Click the Enable 2FA button.

Step 2: Add to Your Authenticator App

1. Scan the QR Code using an authenticator app such as:
   • Google Authenticator (iOS & Android)
   • Authy (iOS, Android & Desktop)
   • Microsoft Authenticator (iOS & Android)
2. Alternatively, you can manually enter the Secret Key displayed on-screen into your app.

Step 3: Verify the Setup

1. After scanning or entering the code, your authenticator app will generate a 6-digit code.
2. Enter this code in the Verify & Enable field.
3. Click Verify & Enable to complete the 2FA setup.