limit preparer access to specific clients

[botillier]

How do I limit preparer access to specific only clients?

[sjrcpa · Accepted solution]

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.

[botillier]

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?

[sjrcpa]

Back them up from where they are and restore to where you want them to be.

[botillier]

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.