Setting up a client password

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Password protection allows you to control access to specific clients. If you assign a password to a client, you will need to enter the client's password whenever you select the client for processing.

  1. In the File > New Client or File > Client Properties dialog, click the Advanced Properties button.
  2. Click the Restrict Access tab of the Advanced Properties dialog.
  3. Depending on the configuration of your system, you may be prompted to enter the master password. If so, enter the password and click the Continue button.
  4. Enter a unique client password.
  5. Click OK.

Tip: To remove the password for the open client, select File > Client Properties, click the Advanced Properties button, and then click the Restrict Access tab of the Advanced Properties dialog. On the Restrict Access tab, unmark the Deny access to client data unless password is known checkbox.

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