Overview of CS Connect

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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. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

CS Connect provides Creative Solutions Accounting users with a convenient and economical way to download and apply licenses and application updates for all CSA applications and to send or retrieve other important data. Using the CS Connect dialog, you can place an immediate call to the servers at our network of secure data centers, and you can opt to apply any downloaded updates immediately or at a later time.

Notes

  • CS Connect installs automatically when you install any application from the CS Professional Suite Accounting Products CD.
  • The Internet does not always operate at peak speed. If you use an Internet connection, you may at times experience slower performance than you would if connected directly to our servers.
  • CS Connect encrypts all sensitive transactions involving monetary funds or client information using an industry-standard encryption system, thus keeping your data safe.

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CS Connect operating hours

The servers at our network of secure data centers are scheduled to be available for CS Connect calls during all hours of the week. In the rare event that system maintenance is required, it will be performed between 3:00 a.m. and 6:00 a.m. eastern time.

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CS Connect features

For all users of CSA

For users of Payroll CS with Remote Payroll Entry or Remote Check Printing clients

See also: Viewing electronic filing (ELF) reports

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Setting up and using CS Connect

To enable CS Connect to function correctly, you must complete the following steps.

  1. Ensure you have the necessary equipment and system requirements to use CS Connect.(One-time setup task.)
  2. Set the communication options for using CS Connect. (Once-time setup task.)

    Note: The default communication settings are correct for most connection types; however, users who connect to our servers using a dial-up Internet service provider or a proxy server should review the communication settings.

  3. Test your connection in CS Connect

Related topics

Troubleshooting connection issues

Placing an immediate call via CS Connect

Recalling transmitted returns

Retrieving CS Connect updates in Engagement CS

Applying application updates to non-network workstations

Viewing and printing user bulletins

Frequently asked questions (CS Connect)

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