How do we restrict access to a tax plan? (not a return)

[william]

How do you restrict who (that is, which users in the firm) can access a tax plan in the new tax planning function released this year?

[IRonMaN · Accepted solution]

Mojo - I was impressed when I saw Tracy's title the other day so between her title and Ashley's, I knew I had to upgrade mine so that I could also impress people.  Are you impressed?

[mojocpa]

Very.

[itonewbie]

Now, that's impressive!

[IRonMaN]

As WC Fields used to say:
If you can't dazzle them with brilliance, baffle them with BS.
I do much better with baffling than dazzling.

[IntuitTracy]

William, there currently isn't a way to restrict a Tax Plan within ProConnect Tax Online, but I will put it in an enhancement request for the same functionality we have for tax returns.

[mojocpa]

So, @PTOsTracy , when people ask your job title, do you tell them "Supportability Specialist? That is a mouthful.

[IntuitTracy]

@mojocpa 🙂 I don't normally as it doesn't mean much outside of the walls of Intuit 😛 Normally I say, "I help develop tax software by sharing the customer's point of view," which is still a mouthful.