File access rules
Restrict who can see which files and folders, and check access in bulk.
The problem it solves
Some folders, such as partner-only files, must not be visible to everyone.
How it works
- Create rules for files or folders.
- Choose who may see them.
- Check access in bulk to confirm the rules.
What your practice gets
- Sensitive folders protected.
- Bulk checks.
- Rules you can review.
Questions accountants ask
Can I restrict a folder to partners?
Yes.
Can I check access in bulk?
Yes.
Who can create rules?
Users your practice permits.
Related features
Features that work alongside file access rules.
Automatic filing rules
Set rules so incoming files are filed into the right folder automatically.
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See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.