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Multi-user access and history
Ready to Review (R2R) supports multi-user access by default. If a client is shared with multiple team members, they can all access the return simultaneously.
note
- Changes made by 1 user are visible to others in real time.
- There is no automatic “lock-out” feature.
- Coordination among team members is important to avoid conflicts.
While R2R tracks high-level actions, detailed user history (for example, who opened a return, when, and for how long) is not currently displayed.
note
Enhanced user history tracking is under consideration, including:
- Detailed access logs
- Rollback capabilities
- User-specific action trails
This article applies to:
- Product: CoCounsel
- Audiences: Tax professionals
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