Changing default advanced security privileges for unknown users

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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.

Note: Follow these steps only if you are using advanced security options, rather than the standard options.

By default, all unassigned users are assigned to the $Guests group. To assign these users to another group, complete the following steps.

  1. Choose Setup > Security, and enter the master password.
  2. In the Security tab, click one of the following options.
    • Click the Assign unknown users to option, and select the group to which you want to assign unknown users from the adjacent drop-down list.
    • Click the Do not allow unknown users to access UltraTax CS option. If you choose this option, any user who has not been assigned to a group will not be able to access UltraTax CS.
  3. Click OK.

Related topic: Setting security options

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