Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

limit preparer access to specific clients

Highlighted
Level 2

How do I limit preparer access to specific only clients?

Labels (1)
0 Cheers
1 Solution

Accepted Solutions
Highlighted
Level 15

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

View solution in original post

4 Replies 4
Highlighted
Level 15

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

View solution in original post

Highlighted
Level 2

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?

0 Cheers
Highlighted
Level 15

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


ex-AllStar
0 Cheers
Highlighted
Level 2

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. 

0 Cheers