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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Use the Firm tab of the Administration dialog to enter or modify a master password, to designate security settings, and (when appropriately licensed) to specify information for your firm's multiple offices.

Enter your password and click the Continue button to make the Security Settings options available. Click the Modify button to change the master password.

Note: A master password is required if you want to restrict access to client data or global setup information for your CSA programs. You can change the master password at any time from the Firm tab of the Setup > System Configuration > Administration dialog in CSA. For details, see Setting up a master password.

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