In Taxfiler we were able to hide clients from users, this feature has been removed for some reason and I would apprecitate this being brought back as not all collegues should be able to see all clients.
Hi Michelle, we are currently looking at how we might be able to support this within our current privacy client feature. I'll come back to you with an update when that discovery work has been completed.
Love it! Thank you so much for this
Hi Michelle, we have released the privacy feature in IRIS Elements Client Management now.
Hi Michelle, we are currently looking at how we might be able to support this within our current privacy client feature. I'll come back to you with an update when that discovery work has been completed.