Entering client passwords

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

Password protection enables you to control access to specific clients. If you assign a password to a client's data, you will need to enter that password whenever you open the client's return in UltraTax CS.

  1. Choose File > New Client or File > Client Properties and click the Advanced Properties button.
  2. If your security configuration requires it, enter the master password and click OK to enable the fields in this tab.
  3. Mark the Deny access to client data unless password is known checkbox.
  4. Enter the password in the Client password field and then enter it again in the Verify field. Note that client passwords cannot exceed eight characters.
  5. Click OK.
  6. Click OK again to close the New Client or Client Properties dialog.
Tips
  • To remove the password for the open client, repeat steps 1 through 3 to return to the Restrict Access tab and clear the Deny access to client data unless password is known checkbox.
  • To change the password for the open client, repeat the steps above and enter the new password in step 4.
  • If you forget a client's password, use the master password when opening the client. UltraTax CS opens the Restrict Access tab and prompts you to enter a new password for the client.

Related topics

Entering and modifying a master password

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