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botillier's Posts
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botillier's Posts
Re: limit preparer access to specific clients
by
botillier
in
Lacerte Tax Discussions
08-06-2020
12:00 PM
08-06-2020
12:00 PM
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.
Re: limit preparer access to specific clients
by
botillier
in
Lacerte Tax Discussions
08-05-2020
12:24 PM
08-05-2020
12:24 PM
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?
limit preparer access to specific clients
by
botillier
in
Lacerte Tax Discussions
08-04-2020
04:38 PM
08-04-2020
04:38 PM
How do I limit preparer access to specific only clients?
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Lacerte Tax