LodgeiT allows you to adjust privacy and access controls at the client level to protect sensitive information:
- Client Settings: Within each client’s profile, you can configure settings related to data access and privacy, controlling who in your team can view or manage that client’s tax forms.
- Team Access Management: LodgeiT supports managing team member permissions, enabling you to restrict or grant access to specific client data or forms to different team members, enhancing confidentiality and compliance.
- Secure Data Transmission: LodgeiT integrates with the ATO via secure SBR connections, ensuring that data lodgement and communication are encrypted and compliant with government security standards.
- E-signature Authentication: The choice of authentication method (SMS or birthdate) for client e-signatures adds an additional layer of security for document signing processes.