SBCA Individual Ideas

Remove access to reports for clients

The reports function is very useful, however where a client uses Individual as part of their business relationship with an accountant, I don't think the client should have access to it.
The Income Tax Summary may give clients the impression that they can do their SA themselves, they might be able to, but there are some things that aren't so simple.
I just worry that it gives the impression they don't need their accountant.

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  • Feb 13 2024
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