Jan 8, 2021 08:29:05 AM by Anne Z
We are looking at hiring a tax reviewer through Upwork. Do we allow access to our network files for the tax person to use when reviewing a return? I'm not sure how it works. If there's a way you can fill me in on the specifics I would appreciate it.
Jan 8, 2021 09:49:49 AM by Andrea G
Hi Anne,
Many clients and freelancers use various project management, database, file-sharing, and storage systems to maintain their information. Users are free to share project-relevant information from these systems, including by providing direct access to these systems.
As with anyone you've just met, be cautious about sharing your personal or confidential information, including access to your private systems. Be careful with any sensitive content, and consider using limited permissions settings when possible.
Thanks!