Poll - Client and file access control

Product Suggestions
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Hello community - I am back with another poll to help inform our future cloud plans. Specifically I would like to better understand, what, if any, staff access controls are currently employed (or planned) to restrict staff access to client and tax file data within your organization. Please weigh in and feel free to share examples (doesn’t have to be tax related) that work really well or you wish you had available.

Does your organization restrict staff’s access to files and/or clients within your firm? Choose the one that best fits your organization.
  • Doesn’t apply - I don’t have any staff
  • No restrictions - all staff can access all files and documents for all clients
  • Client based - staff can only access files and documents for assigned clients
  • Engagement based - staff can only access files and documents for assigned engagements
  • Office based - staff can access all clients and files for their assigned office but not for other office locations
  • Drive or folder based - staff can only access data within a specified file folder or drive
  • Other - please specify in the comments below
0 voters
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I restrict access to the Options Profile - I don’t want staff changing that. But, they can access all client files. I have only 3 staff, and only 2 of them do anything with taxes, so I’m not concerned about limiting access to files.

2 Likes
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I’ve only experienced firewalls in place that restrict file access when working with public companies (because of material non-public information concerns and insider trading). Nothing with regards to private enterprise at a medium or small firm however.

1 Like