Password Protect Client Files

Recently, the IRS Trusted Customer Summit discussions encouraged accountants to leverage an additional authentication step prior to completing e-file transmission of returns.  Beginning with the Tax Year 2017 program, Lacerte supports authentication prior to transmission through password protection of client data.  Preparers have the option of assigning separate passwords to each client file, or one password to multiple files.

When passwords are assigned, client's sensitive information will show as asterisks on the Client List

To Assign a Password to Separate Client Files:

1. In the Client list, highlight the client file.
2. Go to the Client menu in the upper-left corner of the program.
3. Select Password Protect....
4. Enter the New Password, then re-enter in Verify Password.
5. Click OK.

To Assign One Password to Multiple Client Files:

1. In the Client list, select multiple clients by holding the Ctrl key and clicking the desired client files.
2. Go to the Client menu in the upper-left corner of the program.
3. Select Password Protect....
4. In the Change Password window, leave Apply same password to all selected clients selected and click OK.
5. Enter the New Password, then re-enter in Verify Password.
6. Click OK.

To Remove a Password From a Client File:

1. In the Client list, highlight the client file.
2. Go to the Client menu in the upper-left corner of the program.
3. Select Password Protect....
4. Enter the Password.
5. In the Change Password window, leave New Password and Verify Password blank.
6. Click OK.