HOW DO I SET UP A PASSWORD PROTECTED CLIENT FILE - 2020 IT HAS A PASSWORD - 2021 CANNOT GET IT TO SAVE?

Forum|Forum|4 years ago
April 15, 2022
1 reply
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How do I set up a protected password for a client file

ProSeries Professional

This topic has been closed for replies.

IntuitCharlene

Community Manager

This article should help you out:

https://proconnect.intuit.com/community/manage-access/help/using-master-client-level-and-electronic-filing-passwords-in/00/49323

If you've never done passwords in the program before you'll need to do the Primary password first (that's for the firm owner so they can unlock any return in the program). Then the Client Level Password section will show you how to set one for a tax return.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Accept as solution" and then just changing the Accept as solution to Mark as Best Answer, mine gets cutoff, so it is too long. I changed mine to the following and it fits. -->**Say "Thanks" by clicking the thumb icon in a post**Click "Mark as Best Answer " to mark the post that answers your question.

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