I own a tax preparation/financial planning company with 12 employees. The current roles do not allow distinction between administrative tasks and a true admin access. I would like there to be fewer categories but customization within each of the categories.
My support staff that does data entry, printing and mailing returns, etc. does not have the ability to edit client information or print returns unless they are granted full admin access. There are only 4 tax-preparers who file returns but in order for our firm to function I need to provide full admin access to all employees and that costs us over $800/year so that they can print tax returns or do other administrative tasks. There is no need for them to have full access to our books in order to do that.
I have some specific use cases for read only roles as well. I don't want those users to really even see the details other than clients names and returns. Having them get access to bank account numbers is not ideal. So, read only with heightened security around data in the return.
Also, can we just get better details about what roles allow what? The details on the site are so opaque.
