I am on my own private AWS server platform and have so since 2010 along with many other accountants.  Some clients log in & handle all but month end activites themselves, we have VPNs b4 the RDP to access their files work all day, and some just have us do everything. Some have integrated services such as IFSM, merch srvs, using their own emails. we also email invoices with pmt links. 

I have my biz acct on the same platform. with services. The license is my QB accountant license with extra seats. So who is the primary admin ?  I feel me, but do not wish to screw up using other services.

If it is to be the client and I have to wait for a code or something, I will never get anything done. This is why these small biz owners hire us ! 

I am not happy in having Intuit anchor my already secured server.

Any ideas how to proceed in peace? I have 2 new files to create.  Thanks!