ERKTAR0422
Level 1
How do I set up a protected password for a client file
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IntuitCharlene
Moderator
Moderator

This article should help you out: 

https://proconnect.intuit.com/community/manage-access/help/using-master-client-level-and-electronic-... 

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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