Security

Single Sign-ON (SAML)

• Setting up SAML-SSO with Google
• Setting up SAML-SSO on Float
• Setting up SAML-SSO with Microsoft Azure
• Setting up SAML-SSO with Okta

KYC (Know Your Customer)

• Why is my SSN required for KYC?
• KYC Checks for Fractional CFOs or Bookkeepers
• How do I submit KYC if I don't live in Canada?

KYB (Know Your Business)

• KYB (Business Verification)

Multi-factor Authentication

• Resetting MFA For Users (Primary Admins Only)
• What to do if you lose your MFA/2FA device and recovery codes or want to reset it?
• Setting up your MFA/2FA Policy