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How can I avoid to the least disclose the owner's data such as SSN, CAF, etc on part: tool/firm/prepare with Professional Proseries?

I am using software professional proseries stand alone, with 3 users and 3 PCs. When I set up and install software,  I input 3 users identity  in each part tool/firm/prepare of  PC and assign each tax prepare a PC.
Even I check back ground my tax prepares. But I am not confident when the user makes any mistake in public . There is owners' identity such as SSN, EFIN, FEIN, CAF, PTIN phone , fax , email etc... Any advise and any way to the least disclose owner/tax prepare's identity in all PC  and not interrupt service when prepare income tax
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6 Comments 6
Just-Lisa-Now-
Level 15
Level 15
If they are all stand alone systems, why have all the tax preparers on each machine? Assign each preparer a number and only have their preparer info on that computer theyre using.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
George4Tacks
Level 15

Why are  you still struggling with your very first question on this forum? https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/what-simple-devices-i-n...

You should have a network license and enlist some professional help for the network. 

https://www.instructables.com/Peer-to-Peer-Network-Sharing/ if you really want to do it DYI

I believe your current set up is a real disaster in the making. "I am not confident when the user makes any mistake in public " says it all  


Here's wishing you many Happy Returns

Perfect . Thank you

I filled out all information in each PC and thought no need to disclose my identity to my tax prepare and no need to disclose this tax prepare to others . I am worried to delete and interrupt my service . Thank you for your help. BIG HELP

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Because we are still on PC stand alone and not using networking sharing yet. 

Reason is COST 

We are step by step to move forward. 

Thank you for your help

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abctax55
Level 15

Penny-wise, pound-foolish.  

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"

Thank you abctax55 for your advice

>Actually the issue is not from cost

>When we started to set up, we have new customer on board  support who guides us to do that .

At that point we dont have private networking setting (regarding previous comment from George). Time by, I see this issue and want to contact with Proseries support how to fix this. I thought this was the way how proseries is set up 

>Lately we have offered from CLOUD that is partner with proseries . Per my understanding Cloud networking share is additional feature after my set up (not thing change from my set up in PC) .

We have not enrolled CLOUD yet for some reasons: cost and new features that my team is still too young with Proseries and we have to learn and adjust with the new features

Again, thank you

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