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Level 1
posted Feb 15, 2020 4:19:23 PM

Account Delegation

Hi,

 

I understand there is no method to merge accounts, and from what I can see the account "Link" feature seems to be intended for professional CPA's.

 

I'd like to know if there's any method to assign delegate access between two accounts?  I file my mother's tax returns for her each year (she is a resident alien and isn't confident in her English, much less how to file a return); at the time, I created an account for her but I've basically ended up managing it for her completely.

 

While there hasn't been any issue with the current arrangement, I don't feel it's the proper way to do this.  There are potential scenarios -- irregardless of how unlikely they are to occur -- where it may be beneficial (or even vital) to be able to distinguish who was actually accessing the account during any particular authenticated session for traceability, account security, and document/version control purposes.  Hence, many sites and software-as-a-service providers nowadays have a delegate access feature.

 

Is there any existing Intuit feature that fulfills the same purpose?  Or will there be any future plans to add this functionality?

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1 Replies
Moderator
Feb 25, 2020 11:02:14 AM

Currently there are no plans for this but we thank you for the suggestion! We'll pass it along.