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Level 10
February 9, 2024

Working with remote colleague

  • February 9, 2024
  • 1 reply
  • 6 views

I decided to make some income by letting someone else use my software.  She is an enrolled agent and I trust her. (Has worked with HRB for a decade and decided the environment wasn't right for her.) She will be working on her clients. I'll charge her $20 per return and a consulting fee for my time to assist her with software and filing issues. 

There is more for me to learn.  Will she need to be an ERO is one question.

Security is needed. I put passwords on all my clients.  She has updated all her computer equipment.  I need 2FA for her account.

 

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1 reply

sjrcpa
Level 15
February 9, 2024

She better be signing under your firm name and using your EFIN. Otherwise she needs her own software license.

The more I know the more I don’t know.
Level 10
February 9, 2024

This is a useful comment. We are not trying to avoid a license. I added her and paid the Lacerte fees.

sjrcpa
Level 15
February 9, 2024

As a user on your account?

That's different than a separate license.

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