Client Properties. . . Advanced Properties > Restrict Access tab

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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.

Use the Restrict Access tab to create a unique password for the selected client. Each user would need to enter the client password whenever selecting a restricted-access client for processing.

From the File > New Client dialog or the File > Client Properties dialog, click the Advanced Properties button. In the Advanced Properties dialog, click the Restrict Access tab.

Note: The security configuration on your system may require you to know and enter the master password before you can assign or change client passwords.

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