sam-turco
Level 1
07-08-2021
01:00 PM
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I need to get help with preparing tax returns. I want to assign specific returns to an outside contractor I know. If I set them up as a User in my account, can I limit their access to just the clients or returns I assign? Does Intuit ProConnect have security settings?
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puravidapto
Level 7
07-12-2021
08:28 PM
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Yes, you can do this by going to settings -> user management -> select the user -> client access.
After verifying it, please mark the reply as the correct answer, and following the instruction in my signature to vote for my idea. Thanks.
-- Click https://accountants.intuit.com/community/proconnect-tax-idea-exchange/idea-for-intuit-to-keep-track-of-open-issues/idi-p/301766 to vote. Like many good things in life, we have to fight for them.
