License information

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General information

With the Standard license type, you can continue to use the application even after the license expiration date. However, to continue receiving application updates and to have access to technical support, you need to renew and update your license files.

See also: Information about Expired Licenses for Accounting CS, Accounting CS Payroll, and Workpapers CS (PDF)

To view your firm's license information

Choose Help > About. The version numbers for all installed products applications are displayed in the licensed products list.

Some licenses have a specified number of seats and units.

  • Seats: the number of concurrent users allowed in Workpapers CS.
  • Units:

To renew your application licenses

  1. To renew your application licenses via our website, see Renewing your CS Professional Suite applications.
  2. If your application is installed locally or on a network in your own office, download the updated licenses via CS Connect, and then download and apply software updates via CS Connect.

    Notes

    • If you run the application in the Virtual Office CS or Software as a Service (SaaS) environment, both renewed and updated licenses and application updates are applied automatically.
    • Greater than 90 days – reinstatement: When a license has been expired for over 90 days, but less than four years, a reinstatement of the product is required.
    • Greater than 4 years – repurchase: When a license has been expired for more than four years, it must be repurchased.

Trial license versions

If you would like to evaluate the application prior to purchasing a full license, you can activate a trial license.

If you already have a paid license version of Workpapers CS installed: To evaluate features of Accounting CS or Accounting CS Payroll and ensure the integrity of your firm's active license, you need to install the trial version of Accounting CS or Accounting CS Payroll on a computer that does not have Workpapers CS installed (either locally or a network installation).

Notes

  • If you do not currently own one or more Accounting CS or Workpapers CS services, contact your Sales Representative to set up a trial on Virtual Office CS. You are unable to install a trial version locally.
  • You can install a trial license version on a local machine, network, or terminal server. There is a limit of 24 users with a networked installation.
  • The trial version of an application will never overwrite any data from a fully licensed version of your application.
  • Any clients that you set up in a trial version will be available in the fully licensed version after you activate a full license.
  • If you uninstall the trial version of an application, the transaction data that you entered in trial-licensed portions of the application will not be deleted, but you will not be able to access the screens associated with the functionality of those transactions.

To install a trial license

  1. In Workpapers CS, choose Help > About.
  2. In the About Workpapers CS dialog, click the Trial Licenses button.
  3. In the Trial Licenses dialog, mark the checkbox for the trial version of the services for each application that you would like to evaluate, and then click OK.
  4. In the About Workpapers CS dialog, click OK.
  5. When the application re-opens, enter ADMIN in the Staff ID field. (If you previously opened this database and assigned a password, you will also need to enter that password.)

To remove a trial license

  1. In Workpapers CS, choose Help > About.
  2. In the About Workpapers CS dialog, click the Trial Licenses button.
  3. In the Trial Licenses dialog, clear the checkbox for each service to remove, and then click OK.
  4. In the About Workpapers CS dialog, click OK.

Trial license limitations

Workpapers CS

With a trial license:

  • You can convert client data from Creative Solutions Accounting (CSA), but those clients count toward the five-client limit.
  • You can import account balances from QuickBooks.
  • The application watermarks all reports with the word Trial.
  • You can add no more than five clients, including client templates.
  • You can add no more than four staff members.
  • You can add no more than two engagement binders for each client.
  • You cannot advance the period.
  • You cannot roll forward any engagements.

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