Install TaxTools Workshop to a Network

Toby Baker Updated by Toby Baker

A network installation must be performed on a workstation. During the installation process, the necessary files will be placed on both the network location and on the workstation itself.

If TaxTools Workshop was already installed during a prior year, it does not need to be reinstalled. If a new module year is not available, check to see if the program needs an update.

Preparing for the installation

  1. Make sure you are logged on to the computer with administrator rights.
  2. Close all programs that can be closed.
  3. Make sure the network location is mapped with a drive letter.

Installation

  1. From one of the workstations, see How to Download and Install Software from the CFS Website.
  2. Run the installer as admin and read the License Agreement
  3. On the next screen, select "To a multi-user network"
  4. On the "Choose Destination Location" screen, keep "Program location" to the C: drive, these are the files that are used to run the program on the workstation itself. For "Client data location" select your network location. The recommended install location is as follows (drive letter will differ).
  1. Click next and let the installer run. For setting up additional workstations, please see How do I perform a workstation setup?

How did we do?

Install TaxTools Workshop in Demo Mode

Installing to a terminal server

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