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Status Planned
Categories Practice Management
Created by Grant Middleton
Created on Apr 3, 2023

RELATED IDEAS

Ability to restrict user access to sensitive/confidential clients

To prevent access to sensitive information where there is additional client confidentiality required.

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  • Jahanzab Arshad
    Reply
    |     Nov 15, 2024

    Is there an estimated date?

  • 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 I kindly request an update of whe this feature will be released.

  • Guest
    Reply
    |     Aug 27, 2024

    Is there an estimated date for this to be live as this is really important for my firm.


  • Guest
    Reply
    |     May 17, 2024

    Been over a year since your comment? what is the progress?

  • Admin
    Rob Millen
    Reply
    |     Apr 3, 2023

    Thanks, we agree this is really important. We have started working on this area and hope to deliver the results soon.