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Drake

Secure File Pro client folders-assigned to tax preparers

Geak

By Geak
December 27, 2020 in Drake

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https://www.atxcommunity.com/topic/24878-secure-file-pro-client-folders-assigned-to-tax-preparers/

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Geak

Geak

Posted December 27, 2020

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Posted December 27, 2020

Can client folders be assigned to individual tax prepares so they don’t have full access to all folders?

thanks

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JRS

Posted December 29, 2020

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Posted December 29, 2020

This is a Drake product, so you should go to their knowledge base and look up 10307. Support will also answer your question.

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