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When the programs update, they by default expose the complete Social Security Numbers of all clients to the entire office filed with clients and unlicensed workers. This is a violation of every IRS rule in the book!
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Could you elaborate on "when programs update"? You seem to suggest that non-employees can see SSNs in your office.
Thank you.
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If you have interest in Settings you may try...
Unsure if you are able to change Defaults/Configure acceptable Display in Options, and then revoke Trustee Rights to lock-out any further Display changes by Users
Settings > Primary Options
[Tax type] Primary Options > Trustee Rights
Rights > [Uncheck] Adjust User Options
Be prepared to explain why Users cannot adjust their own PC settings (Font size, etc.) for best performance.
Murky deep diving as Administrator versus Users in Lacerte land in my experience. Bonne chance!
Bet your sweet bottom dollar I lied ♪
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Your thoughts seem to be the writings of someone very busy and occupied with other matters, so it is difficult for me to understand how unauthorized people are viewing client information and how this is related to the Screen settings. Since you mention users, are these employees of your firm?
"...be prepared to explain" seems to be a directive to Intuit or someone other than me.
I feel bad that you aren't finding solutions.
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On second thought. Nah.
Bet your sweet bottom dollar I lied ♪