Table of Contents

Installation Instructions

Eric Updated by Eric

When installing software you must have administrator rights.
When installing software from a CD, be sure to remove the software installation CD from the CD-ROM drive when the software installation is complete.

Single-User Installation

To install software on a stand-alone personal computer follow these steps:

  1. Download the software installer from the CFS Software Download Page.
  2. Run the software installer.
  3. When asked choose single-user installation, then follow onscreen prompts to complete the software installation.
    Software files are located here: C:\Program Files (x86)\CFS Tax Software Inc
    Client data files are located here: C:\ProgramData\CFSSoftware
  4. A Windows desktop shortcut for the software is automatically created by the software installer. Use this shortcut to run the software. 
  5. Run the software, then log in using the email address associated with your firm's MyCFS account and your firm's CFS Customer ID.
  6. When running the software for the first time you may be prompted for your firm's information. 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

First-Time Setup

Example First-Time Network Setup (shown above): A network consisting of 3 workstations and 1 server. A first-time setup is completed on Workstation 1. 

The first-time setup will establish a network location for client data files and ensures the workstation performing the first-time setup can run the software.

Follow the steps below to perform a first-time software setup on a network:

  1. Download the software installer from the CFS Software Download Page
  2. When the download is complete run the software installer. When asked choose network installation, then follow on-screen instructions to complete the installation.
    Software files are located here: C:\Program Files (x86)\CFS Tax Software Inc
  3. The software installer will ask for a network location to store client data in. Simply browse to the network folder you would like to use.
    If other CFS software is already on your network, we recommend choosing the existing location. Typically with most CFS software installations a folder named \CFSLIB is used for data storage and in some cases software storage. The software installer will automatically create data sub-folders inside the \CFSLIB folder.
  4. A Windows desktop shortcut for the software is automatically created by the software installer. Use this shortcut to run the software. 
  5. Run the software, then log in using the email address associated with your firm's MyCFS account and your firm's CFS Customer ID.
  6. When running the software for the first time you may be prompted for your firm's information. 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.
After the first-time setup is complete it is a good idea to run the software and if available import client data from the previous year before setting up additional workstations.

Additional Workstation Setup (WSSETUP)

Example Workstation Setups (shown above): After the software had been installed on Workstation 1 and a client data folder selected on the Server, a workstation setup (WSSETUP) is completed on Workstation 2 and Workstation 3.

After the first-time setup (above) is completed the software can easily be installed on additional workstations by completing a workstation setup (WSSETUP) on each additional workstation that needs access to the software.

Follow the steps below to perform a workstation software setup (WSSETUP) on a network:

  1. Using Windows File Explorer navigate to the folder selected on the network during the first-time setup step 3 (above).
  2. Open the \WSSetup folder, then locate and run the setup.exe application. The workstation installer will automatically install the software on the local workstation and use a network location to store client data.
Software files are located here: C:\Program Files (x86)\CFS Tax Software Inc
Client data files are located in the network location selected during the first-time setup step 3 (above).
  1. A Windows desktop shortcut for the software is automatically created by the software installer. Use this shortcut to run the software.
  2. Run the software, then log in using the email address associated with your firm's MyCFS account and your firm's CFS Customer ID.
Firm information entered must match CFS records. To look up your firm information on the CFS website please log into your MyCFS Account.

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