Denying FileCabinet CS access to data in other applications

In some CS Professional Suite applications, you can deny FileCabinet CS access to a client's data.

Denying access to UltraTax CS data

  1. In UltraTax CS, choose
    File
    New Client
    or open a client and choose
    File
    Client Properties
    .
  2. In the
    New Client
    or
    Client Properties
    dialog, select the
    Advanced Properties
    button.
  3. If your security configuration requires it, enter the master password and select the
    Continue
    button to enable the fields in this tab.
  4. Mark the
    Deny FileCabinet CS access to client data
    checkbox.
  5. Select
    OK
    .
  6. Select
    OK
    again to close the
    New Client
    or
    Client Properties
    dialog.