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License Model

Licensing Procedures

License Agreement

Portal admins can view the "Hosted Services and License Agreement" for SaaS users by clicking on the help menu and then typing in "license agreement." Notice this is different than the CS Professional Suite license agreement for non-hosted services. Starting in June 2017, new purchases of SaaS are subject to the Master Service Agreement (MSA).

License Transfers

SaaS can be transferred from one person to another within the same firm ID (meaning same address, phone, etc) 

Multi Office Locations Terms

Alternate Preparer Block