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?
This discussion has been locked. No new contributions can be made. You may start a new discussion here
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.
check this link on how to set up different passwords: