Level 15
11-03-2022
05:46 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
"I would want the seasonal tax preparers to just see their clients they obtain and not see my client list."
Are you reviewing prior to Efiling? or are they just employees working under your EFIN with their own clients?
Theyd have to be on a stand alone installation of ProSeries on their computer, then theyd only have access to the returns on that computer.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪