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- If I farm out work to an independent contractor using Intuit ProConnect and set them up as a User in my account, can I limit their access to just those returns I assign?
If I farm out work to an independent contractor using Intuit ProConnect and set them up as a User in my account, can I limit their access to just those returns I assign?
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sam-turco
Level 1
07-08-2021
01:00 PM
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I need to get help with preparing tax returns. I want to assign specific returns to an outside contractor I know. If I set them up as a User in my account, can I limit their access to just the clients or returns I assign? Does Intuit ProConnect have security settings?
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puravidapto
Level 7
07-12-2021
08:28 PM
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Yes, you can do this by going to settings -> user management -> select the user -> client access.
After verifying it, please mark the reply as the correct answer, and following the instruction in my signature to vote for my idea. Thanks.
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Click this link to vote. Like many good things in life, we have to fight for them.
Click this link to vote. Like many good things in life, we have to fight for them.
