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Additional but restricted access to our client’s accountant in Intuit Link.
I would like to provide a client’s external accountant with secondary access in Intuit Link; however, the access needs to be limited. The client has multiple entities (3 businesses and 1 individual) under a single login profile, and they would like their accountant to have access to only 2 specific business entities—not the entire profile.
Could you please confirm if it is possible to provide additional but restricted access at an entity level, and guide us on how to set this up?
