ryantodd16
Level 1
‎11-05-2020
04:36 PM
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My brother and I are CPA's and run our firm together. Because of certain restrictions around providing investment advice to certain clients, I need to restrict his view of my clients when logging into Proseries. I can not have my clients information in his view of the Homebase when he logs in. How do I do this?
3 Replies 3
Accountant-Man
Level 11
‎11-05-2020
10:17 PM
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Where are the files stored, on a server or a hard drive? I have a few family returns, including my own, that my staff cannot see because they are on MY hard drive, not the server.
** I'm still a champion... of the world! Even without The Lounge.
Level 11
‎11-06-2020
11:54 AM
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check this link on how to set up different passwords:
Level 8
‎11-06-2020
10:17 PM
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I agree with @Terry53029 that password protection for individual clients may be the easiest solution but you’d have to check with compliance.