License information

Standard license

Check your firm's license information

Seats: The number of concurrent users allowed in the application.
Units:
For Accounting CS Payroll (live payroll), each unit is a client with the live payroll service enabled.
For Workpapers CS, each unit is a staff member who belongs to a security group with permissions granted to Workpapers CS.

Renew your application licenses

Visit our website to renew your application licenses.
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.

Trial licenses

Install a trial license

Select
Help
, then
About
.
Select
Trial Licenses
.
Mark the checkbox for the trial version of the services to evaluate, then select
OK
.
Select
OK
.
When the application re-opens, enter
ADMIN
in the
Staff ID
field. If you previously opened this database and assigned a password, you'll also need to enter that password.

Remove a trial license

Select
Help
, then
About
.
Select
Trial Licenses
.
Clear the checkbox for the trial licenses to remove, and then select
OK
.
Select
OK
.

Trial license limitations for Accounting CS

You can add up to 5 clients, including client templates.
You can convert client data from Creative Solutions Accounting (CSA), but those clients count toward the 5 client limit.
You can export client data to UltraTax CS.
You can import client data from QuickBooks.
You can print payroll checks, but the application watermarks them with the word "void" and displays a 0 net amount. The application calculates all other items in the check correctly.
The application watermarks all reports - including financial statements and invoices - with the word "trial".
You can print reports to a PDF fiel but not to any other file types.
You can't advance the period.
You can't process direct deposits.
You can't export client data to other applications.

Trial license limitations for Accounting CS Payroll

You can add up to 5 clients, including client templates.
You can print payroll checks, but the application watermarks them with the word "void" and displays a 0 net amount. The application calculates all other items in the check correctly.
The application watermarks all reports - including invoices - with the word "trial".
You can't process direct deposits.
The impound feature isn't available.
Remote Payroll Data Entry is available if you firm is licensed for NetFirm CS, but you must also set up a client portal before an export can be transferred correctly.
Employee Self-Service isn't available.

Trial license limitations for Accounting CS Payroll Compliance

The application watermarks all payroll forms with the word "trial".
Electronic filing enrollment and transmittal of payroll forms isn't available.
The Create Files button is disabled for these screens:
Process Internet/Magnetic Files
Florida e-Enrollment
Michigan e-Enrollment
Enroll EFTPS
Process EFTPS
Process New Hires (Employees and California Independent Contractors)
Verify SSN/TIN

Trial license limitations for Workpapers CS

You can add up to 5 clients, including client templates.
You can convert client data from Creative Solutions Accounting (CSA), but those clients count toward the 5 client limit.
You can import account balances from QuickBooks.
the application watermarks all reports with the word "trial".
You can add up to 4 staff members.
You can add up to 2 engagement binders for each client.
You can't advance the period.
You can't roll forward any engagement binders.