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Offline mode

Use Offline Mode to access CS Professional Suite applications without the internet using an authenticator app or temporary password.
Offline Mode lets you access CS Professional Suite desktop applications without an internet connection. Features that require an active internet connection (like web-based integrations, CS Connect, e-filing) are not available in Offline Mode.
To use offline mode, you need to either:
  • Pair your desktop application with an app like Auth0 Guardian for offline access.
    important
    • For UltraTax CS, this option is only available beginning in 2024.
    • You can only have 1 app paired with Offline Mode at a time.
  • Have another member of your firm generate a temporary password to use within 15 minutes.
  • Contact Support and have them generate a temporary password to use within 15 minutes.

Set up offline mode

Option 1: Pair your device with an authenticator app.
  1. Open your application and sign in.
  2. In the application, go to:
    • In Accounting CS or Workpapers CS, select
      Help
      then
      Activate Offline Mobile Authenticator
      .
    • In UltraTax CS, Fixed Assets CS, or FileCabinet CS, select
      Help
      then
      Repair
      . Open the
      Misc
      tab and select
      Mobile Authenticator
      .
  3. Follow the on-screen messages to pair with an authenticator app, such as Auth0 Guardian. Add a new account, then connect using a QR code or setup key.
  4. Enter the code generated by your authenticator in the field.
  5. Select
    Activate
    when you finish pairing.
Option 2: Have another staff member generate a temporary password for you.
  1. In the application, go to
    Temporary Password for Offline Mode
    to generate a temporary password.
    • In Accounting CS, Workpapers CS, or Practice CS, go to
      Help
      , then
      Generate Offline Temporary Password
      .
    • In UltraTax CS or FileCabinet CS, go to
      Help
      , then
      Repair
      . Open the
      Misc
      tab and select
      Generate temp password
      .
  2. Select
    Generate Temporary Password
    .
  3. Select
    Copy
    .
  4. Provide the password to another staff member of your firm.
    note
    The temporary password expires after 15 minutes.
Option 3: Have support generate a temporary password.
Contact our Support team to receive a temporary password.
note
The temporary password expires after 15 minutes.

Use offline mode with the paired app or temporary password

  1. Without an active internet connection, open a CS Professional Suite desktop application.
  2. At the Something Went Wrong page, select
    Work offline
    .
  3. Enter the authenticator app code or temporary password provided by your colleague or support.
  4. Select
    Continue
    to sign in.

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