How to change the phone number on your account

ProDesk keeps phone numbers in two separate places, each serving a different purpose:

• Primary Account Phone Number – used for account security, verification codes, and ProDesk communications.
• Business Phone Number for Tax Returns – used as your preparer contact number on taxpayer returns and tax forms.

Update the Primary Account Phone Number

1. Log in to your ProDesk account and select My Account on the top-right corner of the Preparer Tool page.
2. Locate Login & Password and select Manage.
3. Under User Details, locate Mobile Phone and select Edit.
4. Enter your updated mobile number in the New Mobile Number field so you can receive security verification codes, then select Continue.

Update the Business Phone Number for Tax Returns

1. Log in to your ProDesk account and select My Account on the top-right corner of the Preparer Tool page.
2. Locate Account Settings and select Edit.
3. Scroll down to the Preparer Telephone Numbers section and update your phone number.
4. Click Save & Continue (either the upper-right or lower-right button) to save your changes.