Llanira Alvino
Level 1

Hello! I'm getting ready for the upcoming tax season and would like to have seasonal tax preparers. I'm wondering how do I add them to my license, without them seeing my client list & providing restrictions to client data. They will have their own PTIN but will be filing under my EFIN. I was able to find the feature to add/modify user roles but all the screens/access look the same. I would want the seasonal tax preparers to just see their clients they obtain and not see my client list. 

 

Thanks alot!!! 

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