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?
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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:
I agree with @Terry53029 that password protection for individual clients may be the easiest solution but you’d have to check with compliance.
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