Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

If I farm out work to an independent contractor using Intuit ProConnect and set them up as a User in my account, can I limit their access to just those returns I assign?

sam-turco
Level 1
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?
0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here

1 Comment 1
puravidapto
Level 7

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 this link to vote. Like many good things in life, we have to fight for them.
0 Cheers