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Security Code for Clients

Level 1

Good Afternoon,


I've had several clients who've had a change in phone number this year, and the security code is being sent to their old phone number, which is preventing them from being able to login. I've updated the client phone number on my end, but the security code is still being generated to the old phone number. Does anyone know a workaround?


Jarell MBA, MSA, CPA, CFP®


Shack Accounting Services

0 Cheers
1 Comment 1
Level 15

Jarell, this is a public forum. You should not post your phone number.