Data sharing

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The data sharing feature in CSA enables you to share general client and employee data (based on the client's EIN) across all CSA modules and also between CSA and other CS Professional Suite software products:

To enable data sharing in CSA, click the Data Sharing tab on the Setup > System Configuration > Administration dialog, and then mark the Enable Data Sharing checkbox.

To view pending updates to data for the selected CSA client, choose Utilities > Data Sharing.

Note: Use the File Locations tab of the Setup > User Preferences dialog to specify the data folders for your other CS Professional Suite software products.

Related topics

Data sharing overview

Enabling data sharing for all CSA clients

Disabling data sharing for a single CSA client

Share This