Full and Basic access features

[carriebaroncpa]

Previously you were able to add or edit client information with basic access.

Now the software requires full acess to do this.

Which means that our admin staff needs to be given efile permissions to do things like update a client's address.

This does not make any sense and needs to be updated.

[Anonymous]

Hi @carriebaroncpa Thanks for your feedback. 
Just clarifying, the request is to allow Standard No Access (formally basic) the ability to change client information? Thanks! 

To Learn more about the update for ProConnect, please refer to this article: How to add users and manage permissions in ProConnect Tax 

If you're also a QuickBooks user, check out Add and manage users in QuickBooks Online 

[carriebaroncpa]

Hi! Yes please!