Homebase View

Forum|Forum|5 years ago
November 5, 2020
3 replies
21 views

My brother and I are CPA's and run our firm together. Because of certain restrictions around providing investment advice to certain clients, I need to restrict his view of my clients when logging into Proseries. I can not have my clients information in his view of the Homebase when he logs in. How do I do this?

ProSeries Professional

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Accountant-Man

Level 13

Where are the files stored, on a server or a hard drive? I have a few family returns, including my own, that my staff cannot see because they are on MY hard drive, not the server.

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