Preventing the Data Sharing dialog from displaying when opening a 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.

You can use the data sharing feature to share general information (such as names and addresses) and K-1 financial data across federal UltraTax CS applications. By default, UltraTax CS will open the Data Sharing - Pending Updates dialog whenever you open a client. To prevent this dialog from appearing when you open a client, follow this procedure.

  1. From the Setup menu, choose User Preferences.
  2. Click the Misc tab.
  3. Clear the Display the data sharing dialog when a client is opened checkbox.
  4. Click OK.

Note: Once you have completed this procedure, the Data Sharing - Pending Updates dialog will no longer appear automatically. To open this dialog, choose Utilities > Data Sharing > Updates.

Related topics

Data sharing overview

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