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Level 2
March 10, 2025
New

Display for password protected clients

Related products:Lacerte
  • March 10, 2025
  • 1 reply
  • 7 views

We password protect our clients. I would like the ability to override the programs masking of display items that we need to see but still want the password protection. 

I would like to be able to see Display items such as Total fee, Recd. on account, Tax amount due for fed and state,etc. 

 

 

1 reply

dkington2Author
Level 2
November 25, 2025

We password protect our clients. I would like the ability to override the programs masking of display items that we need to see but still want the password protection. 

I would like to be able to see Display items such as Total fee, Recd. on account, Tax amount due for fed and state,etc.