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SMART Practice Aids with Virtual Office CS

If you use PPC’s SMART Practice Aids, you can request to have this product added to Virtual Office CS. Call CS Customer Service at (800) 968-0600 and press 1.
  • The option to point to another database is not available, since you will already be linked to a SMART Practice Aids database that is set up for you.
  • When you first log in to Virtual Office CS and select SMART Practice Aids, you are asked to verify which products (for example, SMART Practice Aids – Single Audit or SMART Practice Aids – Risk Assessment) you are licensed to use. First-time users are prompted to accept the Master Terms and Software Schedule.
  • In subsequent launches of the product from Virtual Office CS, if newly licensed products are not available, you can refresh your licensed products list from the
    SMART Practice Aids Tools
     menu by clicking the
    VO Options
     submenu and then
    Refresh Product List
    . This product licensing verification also determines which Practice Aids titles you will have access to while using SMART Practice Aids.
  • You may still be able to access SMART Practice Aids from Virtual Office CS after the expiration of your license, but you are prevented from creating new engagements. For example, functions such as
    Rollforward
    and
    Save As
    are disabled in unlicensed versions.
When you access SMART Practice Aids from Virtual Office CS, the following menu options become available on the
Tools
menu under the
VO Options
 submenu.
Name
Description
Set/Update Login Information
Set up initial login or update existing login information.
Refresh Product List
Refresh list of licensed product titles to ensure availability via Virtual Office CS.
These SMART Practice Aids menu options are available only from the Virtual Office-launched version.