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.