Client SSN/EIN Masking by Team Member

Related products:ProConnect

Forum|Forum|3 years ago
August 16, 2022
2 replies
5 views

The ability to turn off a team member's ability to view SSNs and EINs would be helpful, especially for those using offshore preparers as this would make the required IRS disclosures a bit more palatable.

This topic has been closed for replies.

T

TaxGuyBill

Level 15

"especially for those using offshore preparers as this would make the required IRS disclosures a bit more palatable."

I find that interesting; from my viewpoint it would be the opposite.

If I was a client and read a disclosure that said that the other preparer can't see my SSN, that would make me think that you don't trust that other tax preparer. There is NO WAY I would continue with that service.

A

Anonymous

Thanks for the idea. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

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