Issue: Phone Number Auto-Populating Across Multiple Clients
complete
Dominique Chapman
Financial advisors with access to multiple shared client taxpayers are reporting that when they enter a phone number in the questionnaire for one client, the same number is automatically populating for all taxpayers they have access to. This is very concerning as it raises questions about the security and integrity of client data. Please resolve this issue to ensure there is no crossover in client information.
Lauren LaVan
updated the status to
complete
Thanks for reporting this. We've since addressed this issue and will not be an issue moving forward.
Lauren LaVan
updated the status to
in progress
Caroline Lukins
updated the status to
planned