Table of Contents

Installation Instructions

Eric Updated by Eric

General Notes

To install programs on Windows 7, 8 or 10 systems, you must have administrator rights.

The CD is used only during installation. After programs are installed, it should be removed from the CD-ROM drive.

Single-User Installation

  1. Download the program installer from the Download Page .
  2. When the download is complete, run the software installer and follow onscreen prompts to complete the installation.
  3. Launch the program and log in using your email address and CustomerID.
  4. During the initial launch, you may be prompted for your firm information. Note that firm information entered here will appear on printouts generated by the software.
Firm information entered must match CFS records. To look up your firm information on the CFS website please log into your MyCFS Account.

Network Installation

New! The installer will no longer prompt for the destination network location. Instead, install the program to a workstation first, launch the program and follow the onscreen prompts.
  1. On the workstation, perform the Single-User Installation listed above.
  2. Launch the program and log in using your email address and CFS CustomerID number.
  3. On the menu bar at the top of the screen, go to the Tools > Options > General menu option and change the Application Mode from Single User to Network.
    A Network Database Location window will be displayed. Note: If a network license has not been purchased, the program will be fixed to the Single User mode.
  4. If a database has not been created on the network, choose "Create a new database".
    Select a network folder to create the database in, then click the "Create Database" button. A folder named "Sb" will be created and a new database will be created inside. IMPORTANT: This step only needs to be performed one time. Once a database has been created, any additional workstations that require access the database need only perform Step 5 below.
  5. If a Small Business Tools 2020 database has already been created on the network, choose "Connect to an existing database".
    Select the database folder then click the "Next" button. TIP: The database folder will be indicated in the folder list by a green check mark.
  6. The program will close. Restart the program to begin using the software.
  7. Repeat steps 1, 2, 5 and 6 for any additional workstations that need access to the program on the network.
For the vast majority of network installations the Workstation Installation procedure listed above is all that is needed to allow multiple network computers to share Small Business Tools 2020 or Schedule D Tools 2019 data on a mapped network drive. If Small Business Tools 2020 or Schedule D Tools 2019 files are required to installed to then shared from the network server's C: drive, follow the installation instructions given here.

Importing Client Data

  1. In Small Business Tools 2020 or Schedule D Tools 2019 go to the Utilities > Import 2018 (or 2019) Client Data menu option.
  2. Small Business Tools 2020 or Schedule D Tools 2019 will try to find the data folder for the prior year’s version of the software. If it does not appear automatically navigate to the data folder of the prior year’s version of the software.
  3. Select the file called CLIENT18.DBF (or CLIENT19.DBF) then click Open.
  4. Choose the clients to import. Mark "Import preparers" as desired. To select multiple rows CTRL-CLICK the desired rows; use CTRL-A to select all rows.
  5. Click OK, then follow the prompts to complete the import process.

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