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Is there an easier way to manage our HMRC account?

To give staff access to clients on our HMRC account I have to individually select each client.

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I have just added a staff member to access clients on my HMRC account.  I telephoned HMRC to ask if there was an easier way to select the clients I would like my staff member to have access to, or did I really have to select each one individually?  HMRC confirmed that I would have to select each client individually and that there was no other option.  

This will take a huge amount of time and I was wondering if anyone else has experienced this, or whether the person in HMRC is incorrect and that I can select "all" clients somewhere with the option to de-select clients?

This seems so ridiculous in this day and age when technology is so advanced?

I would be grateful for any comments.

 

Replies (10)

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By SteLacca
19th Nov 2018 13:02

If you aren't planning on restricting access, why not just use the same login(s) across the business. That's what we do (though it's mostly me using it).

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By Paul D Utherone
19th Nov 2018 13:03

Yes :
- it's the only way; and
- it's ridiculous

Other than that I can't help I'm afraid.

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By mbee1
19th Nov 2018 13:04

We don't restrict access. Everyone uses the same login and can see all clients.

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By CazzyT
19th Nov 2018 14:09

Same here, we all use one log in

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By zarar
19th Nov 2018 22:37

Same here - one login across the board

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Replying to zarar:
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By atleastisoundknowledgable...
20th Nov 2018 08:17

Ditto.

I have a second HMRC Agent account for our companies, Mrs ALISK & I, family members etc.

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By Layla
20th Nov 2018 10:50

Thank you everyone for your comments.

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Morph
By kevinringer
27th Nov 2018 13:02

We all use the same login but that isn't good security. Really each member of staff should only access their own clients but we have 5500 clients in SA and 50 staff and it would keep someone employed full time just because HMRC's website won't let us manage it any better.

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By chasmeehan
27th Nov 2018 14:39

Kevinringer I see the problem and at that scale I presume you ensure security of access via sign-on to your internal network in order to access HMRC using firm credentials not visible to the user, but from the cybersecurity perspective I would worry generally about what happens when a bad leaver decides to use their knowledge of the credentials from a coffee shop to mess with your clients accounts

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Replying to chasmeehan:
Morph
By kevinringer
28th Nov 2018 11:12

Agreed, but it'll be a massive task and may all be a waste of time when clients switch to the new MTD agent ID so I've decided to wait until then and revisit it.

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