lacerte accounting role base security and folder structure

Welcome Lacerte Tax Webinar Group Training Session - eFileCabinet 2014 Desktop Users James Blaylock, CPA, CITP Paul Conterio Corporate Presenter Trainer eFileCabinet

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Page 1: Lacerte Accounting Role Base Security and Folder Structure

Welcome

Lacerte Tax Webinar Group Training Session - eFileCabinet 2014 Desktop Users

James Blaylock, CPA, CITPPaul ConterioCorporate Presenter Trainer

eFileCabinet

Page 2: Lacerte Accounting Role Base Security and Folder Structure

Based in Lehi, Utah

Page 3: Lacerte Accounting Role Base Security and Folder Structure

InsuranceTax Clients Businesses

Cabinets

Folders

Documents

Drawers

AccountingTax Clients IndividualsPersonalProperty

Adams, TomBarton, CraigBringhurst, Scott

Human ResourcesInvestment Files

Cook, MattCratchit, BobJensen, SteveMartin, MarySantoro, JosephTaylor, Paula

2012IRS CorrespondenceCorrespondence

20132014

Subfolders

Tax ReturnsSource DocumentsSS Card

Page 4: Lacerte Accounting Role Base Security and Folder Structure

SS Card2014

Taylor, PaulaCabinets

Folders

Documents

Drawers

Subfolders

Paula Taylor SS #Search

Tax Clients Individuals

Page 5: Lacerte Accounting Role Base Security and Folder Structure

SS CardPermanent

Taylor, Paula

Human Resources

Cabinets

Folders

Documents

Drawers

Subfolders

Paula Taylor SS #

Folders

Documents

Drawers

You Can Search by Name!You Can Search by Profile!

You Can Search by Indexing & OCR!

Page 7: Lacerte Accounting Role Base Security and Folder Structure

Mary Martin is Vice President of Human

Resources & Accounting

Mary because of her role in the company has access to

both employee medical and financial records

The Benefit folders contain employee personal health

information (PHI)

Page 8: Lacerte Accounting Role Base Security and Folder Structure

Bob Cratchit is Director of Accounting and reports to

Mary Martin

Bob does not have access to the benefits folders containing employee

personal health information

Page 9: Lacerte Accounting Role Base Security and Folder Structure

BobDirector

MaryVice President

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2006 APPA BUSINESS AND FINANCIAL CONFERENCE How KUA Drafted Its Code of Ethics and Its Implementation September 19, 2006 Arthur J. “Grant” Lacerte Jr

AADL and MDAaadl.sei.cmu.edu/aadlinfosite/LinkedDocuments/GDWeaponsJan205.pdf · AADL and MDA Early Experience Applied to Aircraft-Weapon Integration Yves LaCerte [email protected]

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Lacerte TY18 R1 preview - install instructionsLacerte Tax Year 2018 R1 preview install instructions Pre-requisites: 1. You should have a valid MyAccount login. 2. Your Lacerte license