Security
Create private clients and tax returns
Controls user access to tax returns and clients. Security included in every license to create private clients and tax returns.
Security
Control your information
Clients and Private Schedules
Assigns users to clients and controls access to tax returns
Including
Active Directory synchronization (compatible with Office 365)
Personalized password and privacy policy
User groups with access to pre-assigned clients
Assign clients to users and/or groups
Our commitment to safety: SOC2® Type II
Secure
Compliant
Reliable
Enjoy greater control and security
Expert Tax Benefits
Features
Security
Tocollaborate with your team with the best security policies.
Tocollaborate with your team with the best security policies.
Two-factor authentication
Personalized password and privacy policy
Customized user groups
Assign clients to users and/or groups
Audit trail report
up to 1 year
Active Directory synchronization (compatible with Office 365)
faq
Clear your doubts about the cloud
Common questions about the cloud
Is my data safe in the cloud?
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Security policy
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Data policy
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