Deny other applications access to UltraTax CS client data
If you use Data Mining, this feature accesses your UltraTax CS client data when performing searches. Similarly, UltraTax CS can write invoice information to Practice CS if you purchased a license for it and have it installed. Also, if licensed, you can use FileCabinet CS to store copies of your documents for records or later use. You can deny access to UltraTax CS client data when using Data Mining, Practice CS, or FileCabinet CS.
- In theFile, thenNew ClientorFile,Client Propertieswindow, selectAdvanced Properties.
- If your security configuration requires it, enter the master password and selectContinueto enable the fields in this tab.
- Mark any or all of the following checkboxes:
- Deny Data Mining access to client data
- Deny FileCabinet CS access to client data
- Deny CS Practice products access to client data
- SelectOK.
- SelectOKagain to close theNew ClientorClient Propertieswindow.tip
- To return to the default setting and allow these applications to access this client's data, return to theAdvanced Propertieswindow and unmark the checkboxes.
- You can use theExempt this client from all Data Sharing functionalityorDeny others Data Sharing access to the client datacheckboxes to change how the open client's data is affected by Data Sharing.
