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Offline mode

Offline Mode lets you access CS Professional Suite desktop applications without an internet connection. Features that require an active internet connection (like web-based integrations, CS Connect, e-filing) are not available in offline mode.
To use offline mode, you need to either:
  • Pair your desktop application with an app like Auth0 Guardian for offline access.
  • Have another member of your firm generate a temporary password to use within 15 minutes.
  • Contact Support and have them generate a temporary password to use within 15 minutes.

Set up offline mode

Option 1: Pair your device with an authenticator app
  1. Open your application and sign in.
  2. In the application, go to
    • In Accounting CS or Workpapers CS, select
      Help
       then
      Activate Offline Mobile Authenticator
      .
    • In UltraTax CS, Fixed Assets CS, or FileCabinet CS, select
      Help
       then
      Repair
      . Open the
      Misc
       tab and select
      Mobile Authenticator
      .
  3. Follow the on-screen messaging to pair an authenticator app like Auth0 Guardian to your device. You'll add a new account to your app and use either a QR code or setup key to create the connection.
  4. Enter the code generated by your authenticator in the field.
  5. Select
    Activate
     when you finish pairing.
Option 2: Have another staff member generate a temporary password for you
  1. In the application, go to
    Temporary Password for Offline Mode
     to generate a temporary password.
    • In Accounting CS, Workpapers CS, or Practice CS, go to
      Help
      , then
      Generate Offline Temporary Password
      .
    • In UltraTax CS or FileCabinet CS, go to
      Help
      , then
      Repair
      . Open the
      Misc
       tab and select
      Generate temp password
      .
  2. Select
    Generate Temporary Password
    .
  3. Select
    Copy
    .
  4. Provide the password to another staff member of your firm.
Option 3: Have support generate a temporary password.
Contact our Support team to receive a temporary password.

Use offline mode with the paired app or temporary password

  1. Without an active internet connection, open a CS Professional Suite desktop application.
  2. At the Something Went Wrong page, select
    Work offline
    .
  3. Enter the authentication code that was provided by the authentication app or the password that was provided by your colleague or support.
  4. Select
    Continue
     to sign in.

This article applies to:

  • Product: Accounting CS, Accounting CS Client Access
  • Subject: Two-factor authentication