# Poll - Client and file access control

**URL:** <https://www.protaxcommunity.com/t/poll-client-and-file-access-control/8940>\
**Category:** Product Suggestions\
**Tags:** taxcycle\_poll\
**Created:** [July 16, 2024, 10:51pm UTC](https://www.protaxcommunity.com/t/poll-client-and-file-access-control/8940 "2024-07-16T22:51:11Z")\
**Posts on this page:** 4\
**Page:** 1

<div class="post-metadata">

**Author:** ![sarka](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/sarka/32/2667_2.png) [@sarka](https://www.protaxcommunity.com/u/sarka)\
**Post date:** [July 16, 2024, 10:51pm UTC](https://www.protaxcommunity.com/t/poll-client-and-file-access-control/8940/1 "2024-07-16T22:51:11Z")

</div>

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.

_Poll ([view on site](https://www.protaxcommunity.com/t/poll-client-and-file-access-control/8940/1))_

---

<div class="post-metadata">

**Author:** ![Nezzer](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/nezzer/32/3845_2.png) [@Nezzer](https://www.protaxcommunity.com/u/Nezzer)\
**Post date:** [July 17, 2024, 7:13am UTC](https://www.protaxcommunity.com/t/poll-client-and-file-access-control/8940/2 "2024-07-17T07:13:45Z")

</div>

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.

---

<div class="post-metadata">

**Author:** ![Deepinthemoneycall](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/deepinthemoneycall/32/3832_2.png) [@Deepinthemoneycall](https://www.protaxcommunity.com/u/Deepinthemoneycall)\
**Post date:** [July 17, 2024, 4:16pm UTC](https://www.protaxcommunity.com/t/poll-client-and-file-access-control/8940/3 "2024-07-17T16:16:58Z")

</div>

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.

---

<div class="post-metadata">

**Author:** ![sarka](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/sarka/32/2667_2.png) [@sarka](https://www.protaxcommunity.com/u/sarka)\
**Post date:** [August 1, 2024, 12:00am UTC](https://www.protaxcommunity.com/t/poll-client-and-file-access-control/8940/4 "2024-08-01T00:00:13Z")

</div>

Closed on August 1, 2024, 12:00am UTC


