Setting up a client password

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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.

Password protection allows you to control access to specific clients. If you assign a password to a client, you will need to enter the client's password whenever you select the client for processing.

  1. In the File > New Client or File > Client Properties dialog, click the Advanced Properties button.
  2. Click the Restrict Access tab of the Advanced Properties dialog.
  3. Depending on the configuration of your system, you may be prompted to enter the master password. If so, enter the password and click the Continue button.
  4. Enter a unique client password.
  5. Click OK.

Tip: To remove the password for the open client, select File > Client Properties, click the Advanced Properties button, and then click the Restrict Access tab of the Advanced Properties dialog. On the Restrict Access tab, unmark the Deny access to client data unless password is known checkbox.

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