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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

By default, all Creative Solutions Accounting users are able to assign client passwords and to access all windows and dialogs in the application. Client passwords can be assigned either from the File > New Client dialog or from the File > Client Properties dialog.

Notes

  • To open a password-protected client, you need to enter either the client password or the master password.
  • You may be required to know and enter your firm's master password to open the dialog where you may assign or change a client password.

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