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.
- Open your application and sign in.
- In the application, go to:
- In Accounting CS or Workpapers CS, selectHelpthenActivate Offline Mobile Authenticator.
- In UltraTax CS, Fixed Assets CS, or FileCabinet CS, selectHelpthenRepair. Open theMisctab and selectMobile Authenticator.
- 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.
- Enter the code generated by your authenticator in the field.
- SelectActivatewhen you finish pairing.
Option 2: Have another staff member generate a temporary password for you.
- In the application, go toTemporary Password for Offline Modeto generate a temporary password.
- In Accounting CS, Workpapers CS, or Practice CS, go toHelp, thenGenerate Offline Temporary Password.
- In UltraTax CS or FileCabinet CS, go toHelp, thenRepair. Open theMisctab and selectGenerate temp password.
- SelectGenerate Temporary Password.
- SelectCopy.
- Provide the password to another staff member of your firm.noteThe 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
- Without an active internet connection, open a CS Professional Suite desktop application.
- At the Something Went Wrong page, selectWork offline.
- Enter the authenticator app code or temporary password provided by your colleague or support.
- SelectContinueto sign in.