Welcome back! Ask questions, get answers, and join our large community of tax professionals.

Client access to staff within company's Proconnect account

cancel
Showing results for 
Search instead for 
Did you mean: 

Client access to staff within company's Proconnect account

Rose S

Everytime I add a new client to proconnect/qbo, all users in my PTO,  get immediate access to the new clients. I have to remember to manually login and edit each time, which is very difficult to keep track off. There should be a feature where I can turn this off and I should be able to give access to the user for the new clients only if I wish to. 

Status: New
Vote now if this is a good idea
2 Comments
GOAS88
New Member

Hi Rose - any luck finding an answer to your question? We are having the same problem.

Rose S
Level 3

Nothing yet @GOAS88 

I was hoping there would be some solution soon.

Post comment