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Enter client passwords

Password protection lets you control access to specific clients. If you assign a password to a client's data, you'll need to enter that password whenever you open the client's return in UltraTax CS.
  1. Select
    File
    , then
    New Client
     or
    File
    , then
    Client Properties
    , and select
    Advanced Properties
    .
  2. If your security configuration requires it, enter the master password and select
    OK
     to enable the fields in this tab.
  3. Mark the
    Deny access to client data unless password is known
     checkbox.
  4. Enter the password in the
    Client password
     field then enter it again in the
    Verify
     field. Note that client passwords can't exceed 8 characters.
  5. Select
    OK
    .
  6. Select
    OK
     again to close the
    New Client
     or
    Client Properties
     window.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual, 1120 Corporation
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