Login problem

4 replies
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Every time, I am login askes me authorization, I am only one working. I don't have any employee

Lacerte Tax

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George4TacksAnswer

Level 15

If you are the owner of the firm, manage your office, or are the only Lacerte user in your office, you must: complete the initial setup, and invite additional software users (if applicable).

https://proconnect.intuit.com/community/manage-access/help/manage-users-for-lacerte/00/4897

Answers are easy. Questions are hard!

itonewbie

Level 15

It doesn't matter if you are on your own. The same requirements mandated by the IRS' Security Summit apply to all tax software regardless of the number of users the subscriber may have. Similarly, the software is required to log you out after a period of inactivity.

You don't have any choice and it's the same no matter which tax software you use. It's all for the protection of your clients' data.

Your question implies that you may not be familiar with the obligations the IRS and FTC have imposed on tax practitioners, which include the establishment and on-going management of a data security plan. If that is the case, you may like to refer to this pub for the relevant details:

https://www.irs.gov/pub/irs-pdf/p4557.pdf

---------------------------------------------------------------------------------Still an AllStar

A

asgar9Author

Level 2

Thank you for response. I am new to Lacerte, I work for 10 years with drake I did not have this problem. Thanks for all response to help me.

George4TacksAnswer

Level 15

If you are the owner of the firm, manage your office, or are the only Lacerte user in your office, you must: complete the initial setup, and invite additional software users (if applicable).

https://proconnect.intuit.com/community/manage-access/help/manage-users-for-lacerte/00/4897

Answers are easy. Questions are hard!