Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Password protect client files

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

  • Guest
  • Apr 13 2020
  • Shipped
  • Attach files
  • Gill Bland commented
    14 Sep, 2020 11:45am

    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?

  • Admin
    Wendy Ilsley commented
    3 Sep, 2020 09:30am

    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.

  • Gill Bland commented
    2 Sep, 2020 07:36am

    Is this now available to restrict access to specific individuals please?

  • Emma Baker commented
    13 Jul, 2020 02:17pm

    I am amazed this isn't in place already!