Comment
01-21-2025
02:40 PM
01-21-2025
02:40 PM
I have done more time with support. Roles are not ready for primetime. ProConnect is designed for single person offices. They have done some work with roles, but it is simply "Tax data entry" role (cannot even create a client record), or "Keys to the Kingdom", especially if you are using quickbooks online as well, as they can delete chart of accounts and major other permissions.
Please add a role for tax preparer. Can create client, do returns and invoice in QuickBooks. And NOT have the keys to the kingdom.