How do we restrict access to a tax plan? (not a return)
How do you restrict who (that is, which users in the firm) can access a tax plan in the new tax planning function released this year?
How do you restrict who (that is, which users in the firm) can access a tax plan in the new tax planning function released this year?
Mojo - I was impressed when I saw Tracy's title the other day so between her title and Ashley's, I knew I had to upgrade mine so that I could also impress people. Are you impressed?
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.