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Level 5
May 26, 2021
Question

How can I avoid to the least disclose the owner's data such as SSN, CAF, etc on part: tool/firm/prepare with Professional Proseries?

  • May 26, 2021
  • 2 replies
  • 9 views
I am using software professional proseries stand alone, with 3 users and 3 PCs. When I set up and install software,  I input 3 users identity  in each part tool/firm/prepare of  PC and assign each tax prepare a PC.
Even I check back ground my tax prepares. But I am not confident when the user makes any mistake in public . There is owners' identity such as SSN, EFIN, FEIN, CAF, PTIN phone , fax , email etc... Any advise and any way to the least disclose owner/tax prepare's identity in all PC  and not interrupt service when prepare income tax
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2 replies

Just-Lisa-Now-
Intuit Community Champion
May 27, 2021
If they are all stand alone systems, why have all the tax preparers on each machine? Assign each preparer a number and only have their preparer info on that computer theyre using.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Level 5
May 27, 2021

Perfect . Thank you

I filled out all information in each PC and thought no need to disclose my identity to my tax prepare and no need to disclose this tax prepare to others . I am worried to delete and interrupt my service . Thank you for your help. BIG HELP

George4Tacks
Level 15
May 27, 2021

Why are  you still struggling with your very first question on this forum? https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/what-simple-devices-i-need-for-network-sharing-for-a-small-tax/00/31226

You should have a network license and enlist some professional help for the network. 

https://www.instructables.com/Peer-to-Peer-Network-Sharing/ if you really want to do it DYI

I believe your current set up is a real disaster in the making. "I am not confident when the user makes any mistake in public " says it all  

Answers are easy. Questions are hard!
Level 5
May 27, 2021

Because we are still on PC stand alone and not using networking sharing yet. 

Reason is COST 

We are step by step to move forward. 

Thank you for your help

abctax55
Level 15
May 28, 2021

Penny-wise, pound-foolish.  

HumanKind... Be Both