Administration > Firm tab

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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.

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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