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How do we restrict access to a tax plan? (not a return)

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Level 1

How do you restrict who (that is, which users in the firm) can access a tax plan in the new tax planning function released this year?

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Level 15

Mojo - I was impressed when I saw Tracy's title the other day so between her title and Ashley's, I knew I had to upgrade mine so that I could also impress people.  Are you impressed?

ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.

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Level 15

Mojo - I was impressed when I saw Tracy's title the other day so between her title and Ashley's, I knew I had to upgrade mine so that I could also impress people.  Are you impressed?

ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.

View solution in original post

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Level 7
Very.
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Level 15
Now, that's impressive!
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Still an AllStar
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Level 15
As WC Fields used to say:
If you can't dazzle them with brilliance, baffle them with BS.
I do much better with baffling than dazzling.
ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.
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Employee
Employee

William, there currently isn't a way to restrict a Tax Plan within ProConnect Tax Online, but I will put it in an enhancement request for the same functionality we have for tax returns.

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Level 7
So, @PTOsTracy , when people ask your job title, do you tell them "Supportability Specialist? That is a mouthful.
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Employee
Employee
@mojocpa 🙂 I don't normally as it doesn't mean much outside of the walls of Intuit 😛 Normally I say, "I help develop tax software by sharing the customer's point of view," which is still a mouthful.
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