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Search Accounting CS Client Access Support Help and Support.

This article applies to:

  • Product: Accounting CS,Accounting CS Client Access,Workpapers CS

Use dashboards

Customize your dashboards to create a personalized workspace that puts all your essential information 1 location.
offers 4 customizable dashboards: Home, Firm, Staff, and Client. These dashboards help you get important information in 1 place using portlets. You can display:
  • System information
  • Web pages
  • Firm-wide news feeds
  • RSS feeds
  • Tax & Accounting Community
  • CS website and Help Center
  • Accounting CS resources
  • PPC and Checkpoint websites
  • Accounting CS news
note
  • Your Home and Staff dashboards are private – only you can see them.
  • If you use Virtual Office CS, web browsing is limited to Thomson Reuters sites to comply with your firm's policies.
  • You need a FileCabinet CS license to view client documents stored there.

Open a dashboard

  1. Go to the
    View
     menu.
  2. Select the dashboard you want (for example, Home Dashboard).

Add portlets to your dashboard

  1. Select
    Select Portlets
     (or right-click and select
    Select Portlets
    ).
  2. Mark the checkboxes next to the portlets you want.
  3. Select
    OK
    .

Customize your dashboard

  • Drag and drop portlets to rearrange them.
  • Resize portlets by dragging their edges.
  • Create separate views or stack portlets in tabs for better organization.