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Using proconnect tax online. Im self employed and hiring another preparer this year. Can we both be logged in at the same time with the same log in?

jessica-fay-tax
Level 1
 
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itonewbie
Level 15

PTO allows you to set up multiple users within a firm and restrict access to firm information and certain clients.  You may refer to this article for more info: https://accountants-community.intuit.com/articles/1628230-how-do-i-manage-user-permissions-in-procon...

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Still an AllStar

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1 Comment 1
itonewbie
Level 15

PTO allows you to set up multiple users within a firm and restrict access to firm information and certain clients.  You may refer to this article for more info: https://accountants-community.intuit.com/articles/1628230-how-do-i-manage-user-permissions-in-procon...

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Still an AllStar
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