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Level 1
July 8, 2021
Question

If I farm out work to an independent contractor using Intuit ProConnect and set them up as a User in my account, can I limit their access to just those returns I assign?

  • July 8, 2021
  • 1 reply
  • 0 views
I need to get help with preparing tax returns. I want to assign specific returns to an outside contractor I know.  If I set them up as a User in my account, can I limit their access to just the clients or returns I assign? Does Intuit ProConnect have security settings?
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1 reply

puravidapto
Level 7
July 13, 2021

Yes, you can do this by going to settings -> user management -> select the user -> client access.

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