ERKTAR0422
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04-14-2022
11:25 PM
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How do I set up a protected password for a client file
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04-15-2022
08:31 AM
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This article should help you out:
If you've never done passwords in the program before you'll need to do the Primary password first (that's for the firm owner so they can unlock any return in the program). Then the Client Level Password section will show you how to set one for a tax return.
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