[CPAGeeks] Re: Axcess and Azure AD

From: Zack Schiel <zschiel@xxxxxxxxxxxxx>
To: "cpageeks@xxxxxxxxxxxxx" <cpageeks@xxxxxxxxxxxxx>
Date: Mon, 17 Aug 2020 18:54:04 +0000

Scott, we recently made the transition from the now-deprecated AD integration
to Azure AD for our Axcess authentication.   You're correct that their
documentation is not all that useful.

The high-level overview is: a pilot Federation Services configuration is
enabled within Axcess's Firm settings, in concert with a SAML setup within an
Azure AD Enterprise Application.   The pilot config within Axcess allows you to
verify proper configuration and test the process with a subset of your Axcess
users before enabling Federation Services for the entire firm.

The process is fairly straightforward, but I'd recommend working with CCH to
ensure that it goes smoothly.  We wound up working with one of their team leads
who is very familiar with these transitions.  That was extremely helpful.

If you have further questions feel free to give me a call.

-Zack-

Zack Schiel | Information Systems Administrator
Blue & Co., LLC | phone/fax  317-428-6850
12800 N. Meridian St., Ste 400 | Carmel, IN  46032

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From: cpageeks-bounce@xxxxxxxxxxxxx <cpageeks-bounce@xxxxxxxxxxxxx> On Behalf
Of Scott M. Mills
Sent: Monday, August 17, 2020 12:23 PM
To: cpageeks (cpageeks@xxxxxxxxxxxxx) <cpageeks@xxxxxxxxxxxxx>
Subject: [CPAGeeks] Axcess and Azure AD

We have been using ADFS with Axcess, and would like to transition to Azure AD
for SSO. CCH has an article on the setting but it appears to be flawed and they
have been no help. Does anyone have this working and if so would you mind
sharing how you managed it?

Scott M. Mills
Managing Director of IT

phone : (317) 472-2239
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References:
- [CPAGeeks] Axcess and Azure AD
  - From: Scott M. Mills

[CPAGeeks] Re: Axcess and Azure AD

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