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Add Secure Password Vault by client for logins to banking, DOR, EFTPS, etc

ChrisConwayChrisConway Posts: 8

Add functionality for password vault for contact/client accounts/passwords.

Vision: this is a one to many table connected to the contact. Ability to enter several pieces of info such as: bank name, user id, password, security questions, account/routing number. Possible user defined fields. Access should be secured by user rights.

This could apply to banking, EFTPS, State DOR, State SUTA, Front office revenue Square, shopify, Homebase

1 votes

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