Integrated knowledge base

Eric Updated by Eric

TaxTools WorkShop comes with an integrated Knowledge Base so that help is never so far as a click away.

This feature is not available for Windows 7.
  1. Click the floating question mark in the lower-right hand corner of the main screen.
  2. The Knowledge Base window will expand. Either browse through the topics or click into the Search box at the bottom and input some keywords. When search results appear, use your mouse's scrollwheel to scroll up and down the list of articles.
  3. Click the X to minimize the Knowledge Base.

To permanently hide the Knowledge Base, right click on the floating question mark and click Dismiss.

It can also be shown or hidden from the options menu. On the menu bar, go to Tools > Options > General and either check or uncheck Show Help Widget.

How did we do?

Importing clients from other CFS software into TaxTools WorkShop

Introduction to TaxTools WorkShop

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