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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.
  1. In the
    File
    , then
    New Client
     or
    File
    ,
    Client Properties
     window, select
    Advanced Properties
    .
  2. If your security configuration requires it, enter the master password and select
    Continue
     to enable the fields in this tab.
  3. 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
  4. Select
    OK
    .
  5. Select
    OK
     again to close the
    New Client
     or
    Client Properties
     window.
    tip
    • To return to the default setting and allow these applications to access this client's data, return to the
      Advanced Properties
       window and unmark the checkboxes.
    • You can use the
      Exempt this client from all Data Sharing functionality
       or
      Deny others Data Sharing access to the client data
       checkboxes to change how the open client's data is affected by Data Sharing.

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax

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