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Setup

Sign in to Practice CS

For desktop users

Starting with Practice CS version 2016.2.0, you're required to sign in to Practice CS with your CS Web account or your NetStaff CS account (for firms that are licensed for NetFirm CS) before you sign in to the application. The IRS has mandated that tax-related software providers add extra security measures to protect valuable client information. For detailed information about this added security, see the CS Professional Suite application security overview.
You can make sign in easier by syncing your CS Web account or NetStaff CS account email address with the email address associated with your staff record in Practice CS.
Sign in with your CS Web account or NetStaff CS account
  1. When you open Practice CS version 2016.2.0 or later, the CS Professional Suite sign-in screen will open. Use your CS Web account email address and password or your NetStaff login credentials to sign in.
  2. After successfully signing in to the CS Professional Suite, the Practice CS sign-in screen opens. Enter your staff ID and password.
  3. If your firm administrator turned on the Remember login feature (in the Preferences tab of the
    Setup
    ,
    Firm
     screen), you can mark the
    Remember login information
     checkbox to have the application remember your Practice CS login information, and the next time you open the application, it will skip the Practice CS sign-in screen.

For Virtual Office or software as a service (SaaS) users

If you run Practice CS in the Virtual Office or software as a service (SaaS) environment, the added security measures have been integrated into your existing portal sign-in page. You won't see the CS Professional Suite sign-n screen when you open the application because you've already entered these credentials through the NetFirm CS, NetStaff CS, or NetClient CS sign-in page. In this environment, if you mark the
Remember login information
 checkbox in the Practice CS sign-in screen, the application will save your login information regardless of the email address associated with your staff record in Practice CS.

This article applies to:

  • Product: Practice CS
  • Subject: Setup