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I admit that I am one of the DMMs who have not yet set up a password manager system because I am concerned that it will actually make things more complicated rather than simpler. So, my initial question is – does the password manager have separate “files” for me and for each of my clients? And how are those made accessible to me as well as my clients? Next, if I set it up with two-step authentication to my phone, how will the client sign into his/her accounts? Finally, are those passwords also then stored in their Quicken/QuickBooks file? Or are they somehow transferred to the Quicken/QuickBooks file when needed? Thanks to all of you who keep reminding us to do this!
I would say that it really makes things so much easier. Signing in and out of all my different client’s accounts all day would be such a headache without a password manager – not to mention so much less secure.
I am a huge fan of Last Pass, so I will answer your questions for LP. Although each of the different systems have different features available.
Yes, you can organize all your passwords into folders, and with the Premium version you can give your client access to that folder. This way if either of you make a change to a password, you will both have it.
LP does not have 2 step authentication, so this is not an issue. And your client would have their own LP account – with access to your shared folder. If you are asking about accounts that are set up with 2-step, then a password manager doesn’t change anything.
When you ask about Quicken / Quickbooks, are you referring to the bank sync in these? Those passwords are stored within Q / QB, and are not connected to your Password program – so if a change is made then you must make it manually in both. Is that what you meant?
I’m happy to answer any more questions if you want to email me.
Cari
I am also a Last Pass fan. I will just add to Cari’s note that any password you save in Lastpass is yours. You can either choose to share a folder of passwords with a client, or the client can have their own Lastpass account and maintain their own set of passwords independently (obviously, letting you know if something changes for a given site).
I also put it in my contract that I do this.
Janis
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