delete password protected client
how to delete a password protected cleint in lacerte
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01/23/12 2:06pm PST
Viewed by asker 01/29/12 9:30am PST
Viewed by asker 01/29/12 9:30am PST
6 Replies
mojocpa
Questions asked: 11
Questions answered: 1927
Points earned: 6316
Questions answered: 1927
Points earned: 6316
Accountant Community AllStar
Advisory council of Accountant community power users.
01/23/12 2:29pm PST
If my post did not answer your question, get a paid Intuit employee's answer for Lacerte questions at 800-933-9999. Oh, and enjoy the elevator music while you wait.
01/26/12 8:32am PST
Might need a little more information. Which tax year? Do you know the password? If you know the password, highlight the client, then click on the minus icon, then enter the password.
If you forget a password for a protected client, you can unlock your client file via the Lacerte website, My Account, by using the following steps:
MY ACCOUNT (FOR FIRM ADMINISTRATORS ONLY):
1. Login in to My Account.
2. Click Unlock Protected Client File.
3. Enter the information and click Submit.
4. Return here to enter the unlock code.
01/26/12 8:40am PST
I did try this option. I was able to access password protected files using the single file but not the multiple clients. Thanks for your help!
01/26/12 1:55pm PST
We had the same problem...Single clients worked OK but not multiple clients. Also, we had DMS clients (30 or so) that tell you to send a fax to Lacerte along with certain info & they will call the primary contact (me) but thus far after 2 faxes over the last several weeks & still NO phone call on getting DMS or multiple clients unlocked.
01/26/12 2:10pm PST
Well I hope they are able to figure out the problem soon. Good luck!
Amy-in-PA
Questions asked: 93
Questions answered: 6486
Points earned: 14387
Questions answered: 6486
Points earned: 14387
Accountant Community AllStar
Advisory council of Accountant community power users.
Allstar
Advisory council of community power users.
01/26/12 6:26pm PST
Latest post
I vaguely remember wanting to remove around 4 password-protected clients, and the "single-client password retrieval" worked while the "multiple-client" method didn't. So I just did them one at a time, and that worked.
Back up before it's too late. For a professional answer, call Tech Support at 1-800-933-9999 (Lacerte)(other numbers ProSeries, QB, or TurboTax). I am a volunteer, not compensated or supported by Intuit.
