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Status Planned
Categories Accounts
Created by Guest
Created on Nov 6, 2023

Restrict access to certain clients

For various reasons, with would be useful if certain users cannot see certain clients' accounts/returns.

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  • Admin
    Alby Atkinson
    Reply
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    Nov 7, 2024

    Hi @Guest , we are currently running a pilot now for adding privacy to specific clients. I'll reach out to you via email to discuss further.

    Regards,
    Alby

  • Ashley Annoh-Antwi
    Reply
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    Nov 6, 2024

    I'm very surprised this feature wasn't implemented before migrating users from TaxFiler to IRIS. Personally, and from speaking with other practice users, I would have considered an alternative solution had I known this critical privacy setting was not available in IRIS.


    Can we kindly request an update on when this feature will be rolled out?

  • Guest
    Reply
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    Oct 8, 2024

    What is the update on this?

  • Ryan Munt
    Reply
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    Sep 27, 2024

    Is there an update on this?

  • Admin
    Nick Lloyd
    Reply
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    Jul 30, 2024

    We are getting very close to being able to make this avaliable.

  • Guest
    Reply
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    May 17, 2024

    Hello any update on this?

  • Admin
    Danny McGrath
    Reply
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    Nov 6, 2023

    Hi,

    I'm pleased to let you know that this is something we have planned and are working through the details of as I type this comment.

    Client security/privacy is being delivered as a platform-wide solution, not just Accounts Production, so that all customers can take advantage.

    As soon as I have something to share, we'll be in touch.


    Danny