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Elements Ideas

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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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      Feb 11, 2025

      This feature has been released now.

    • 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
      |
      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?

    • Wei Leng Pointen
      Reply
      |
      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.

    • Nimesh Shah
      Reply
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      May 17, 2024

      Hello any update on this?

    • Admin
      Danny McGrath
      Reply
      |
      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