Change or reset
Workpapers CS
passwords

Follow these steps to change or reset your
Workpapers CS
password.

Change your password

  1. Open
    Workpapers CS
    .
  2. Select
    Change Password
    .
  3. Enter your old password, then enter and confirm your new password.
  4. Select
    OK
    to go back to the sign in screen, then
    OK
    again to continue to
    Workpapers CS
    .
Workpapers CS sign in screen showing 3 fields: Open Firm, Staff ID, and Password. Followed by a Change Password button

Reset a lost or forgotten password

Follow these steps to reset your
Workpapers CS
password if you lost or forgot it. The firm administrator or a staff member with the appropriate permissions can also reset passwords.
  1. Select
    Setup
    ,
    Firm Information
    , then
    Staff
    .
  2. Select the
    Security
    tab.
  3. Select your staff ID, then
    Edit
    .
  4. Select
    Reset Password
    .
  5. Select
    Yes
    to confirm.
  6. Select
    Enter
    to save.
The next time you open
Workpapers CS
, enter your staff ID and leave the password field blank on the sign in screen. After you select
OK
, you'll have the option to enter and confirm a new password.