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Personal/Business/Trust Tax: How to password protect a client?

Article ID
personal-business-tax-how-to-password-protect-a-client
Article Name
Personal/Business/Trust Tax: How to password protect a client?
Created Date
24th September 2021
Product
Problem
Personal or Business Tax: How to password protect a client so not everyone can access the account
Resolution
  1. Load the client in PT or BT or TT
  2. Client and View
  3. Advanced
  4. Confidentiality
  5. Enter password and Ok
  6. Whenever anyone loads this client – it will ask for the password.

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