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MFA: Updating your Preparer Information (Series 1, Part 4) Updated 10/5

05 Sep 17
Kim Manuel
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We are currently scheduled to roll out a “soft launch” of MFA on Thursday, September 7th.  The first step in the roll out is verifying and updating the preparer information we have on file for our users.  Once the updates are deployed to the system, the following will occur:

(1) Launch the application as normal

(2) Enter your Username, Password and Security Code

(3) Complete the following Account Update page

  • Username must be changed if less than six characters
  • Enter the cell phone number twice.   This must be a unique number unless otherwise designated for multiple use by the site administrator
  • Enter the email address twice.  This must be a unique email address unless otherwise designated for multiple use by the site administrator
  • Enter your password twice (same one you entered on the login screen)

(4) Click Update

(5) The information entered on this page, automatically updates the information for the username in the site’s Preparer(s) menu.

Note:  This does not trigger MFA when completing the Account Update page.  Multi Factor Authentication will be triggered for the user in seven (7) days from updating the account page or when they access the site via a separate browser or computer.

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