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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 UltraTax CS application with an app like Auth0 Guardian for offline access.
    important
    • This option is currently only available in UltraTax CS 2024 and on.
    • You can only have one app paired with Offline Mode at a time.
  • 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 UltraTax CS 2024 and on with an app to access offline.
  1. With an internet connection, open UltraTax CS and sign in.
  2. In UltraTax CS, go to
    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 UltraTax CS. 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 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.
    note
    The temporary password expires after 15 minutes.
Option 3: Have support generate a temporary password.
Contact our Support team to receive a temporary password.
note
The temporary password expires after 15 minutes.

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 temporary password that was provided either by your colleague or by the authenticator.
  4. Select
    Continue
     to sign in.

This article applies to:

  • Product: Accounting CS,Accounting CS Client Access,Account management,Engagement Manager,Fixed Assets CS,Practice CS,UltraTax CS,Virtual Office CS,Workpapers CS
  • Subject: Two-factor authentication