botillier
Level 2
08-04-2020
04:38 PM
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How do I limit preparer access to specific only clients?
Solved! Go to Solution.
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sjrcpa
Level 15
08-05-2020
11:46 AM
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1. Put their data on a separate drive and only give access to that drive.
or
2. Use passwords for each client and only give him the passwords for clients he can access.
Ex-AllStar
botillier
Level 2
08-05-2020
12:24 PM
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Thank you. Do you know of a way to separate client data cleanly. The user program is pointed to the seperate drive but the company files are all directed to the same location?
botillier
Level 2
08-06-2020
12:00 PM
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Besides switching over to Pro Connect it is too bad Intuit does not have a less janky way of limiting access to their customer's client data.
sjrcpa
Level 15
08-07-2020
08:52 AM
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Back them up from where they are and restore to where you want them to be.
Ex-AllStar
