For those who frequently access your client portal, you are aware of the two-factor authentication that is needed to access your documents.  This is a security enhancement that has been in place for a few years to protect your data

Did you know that you can update your contact information to change your preferred verification to a text message for quick access?  Log into your client portal and follow the steps below to update your verification method:

• Click on the Avatar in the upper right corner
• Select “Two-Factor Authentication Settings”
• Click the drop down arrow next to “2 FA Method” and select the method you prefer.
• Update your phone number on record if necessary.
• Click Save Changes

If you have any questions on updating your contact method, please don’t hesitate to contact our office.