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Level 2
September 27, 2024
New

Restrict Access of Returns for Tax Preparers

Related products:ProConnect
  • September 27, 2024
  • 1 reply
  • 1 view

Currently, the only users that can restrict access to a return are the "Company Admin" role.  Having those the ability of users to restrict access to other returns would be very useful.

1 reply

sjrcpa
Level 15
September 27, 2024

So you want a Staff Accountant to be able to prevent the Company Admin from accessing a return?

The more I know the more I don’t know.