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limit preparer access to specific clients

botillier
Level 2

How do I limit preparer access to specific only clients?

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sjrcpa
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.


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4 Comments 4
sjrcpa
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
botillier
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?

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botillier
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. 

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sjrcpa
Level 15

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


Ex-AllStar
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