UltraTax CS: Discourage Access Feature: Warning - you may not wish to open this client!

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

Web text: disaccess

The Discourage Access feature (yellow triangle) enables you to prompt a warning message to the modification of client data when certain events have occurred, such as a return that has already been electronically filed.

UT 2013 Discourage Access Warning

By default, if an electronic file has been created for the client, the warning message will prompt when someone attempts to open the client. You can disable this feature or turn it on for other events by following the instructions outlined below.

Note: This is only a warning message and can be bypassed by clicking Open Client.

To modify the settings:

  1. Choose Setup > Office Configuration > Status.
  2. Click Discourage Access.
  3. If a checkbox is marked, UltraTax CS will provide the warning message when a client is opened, if the client had that particular event logged.

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