I would imagine that all accountant have sensitive clients whose data they need to restrict access to the accountancy and returns to authorised users only
I have a client with two individuals who need access to all, and one who only needs access to payroll files, I have been within client details but can't see how to restrict the payroll individual to only those files?
Yes this option is now available within Taxfiler, on the clients detail page, there is an access tab, here you can set those users that can have access to the client selected.
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Thanks Wendy
I have a client with two individuals who need access to all, and one who only needs access to payroll files, I have been within client details but can't see how to restrict the payroll individual to only those files?
Yes this option is now available within Taxfiler, on the clients detail page, there is an access tab, here you can set those users that can have access to the client selected.
Is this now available to restrict access to specific individuals please?
I am amazed this isn't in place already!