Getting Started

Connecting to an Existing Network Database

To connect the software to an existing network client database follow these steps. If your account is not licensed for the network version, the program will alert you and you can purchase the license…

Christopher H
Updated 1 month ago by Christopher H

Creating a new network database

To create a new database in a shared network location follow the steps below. If your account is not licensed for the network version, the program will alert you and you can purchase the license(s) o…

Christopher H
Updated 1 month ago by Christopher H

Firm Information Screen

Firm/License Information Screen The user's Firm/License Information can be entered on the Firm Information Screen. This screen is displayed when the program is first run. The user must enter the Firm…

Jake Forster
Updated 1 month ago by Jake Forster

Importing clients from other CFS software into TaxTools WorkShop

When TaxTools WorkShop is first installed and launched, no clients will be in the Client List. While you can add your clients from scratch, TaxTools WorkShop comes with ways to import your clients fr…

Eric
Updated 1 month ago by Eric

Installation Instructions

When installing software you must have administrator rights. Single-User Installation. To install software on a stand-alone personal computer follow these steps: Download the software installer from…

Eric
Updated 1 month ago by Eric

Introduction to TaxTools WorkShop

Download. Download TaxTools WorkShop Installation instructions What is TaxTools WorkShop ? You might be familiar with our programs' interface—your clients and their saved files are listed on the top…

Eric
Updated 1 month ago by Eric

Setting: Application Mode

Customers who have purchased a Network License can switch the software between Single-User mode and Network mode. When the software is running in Network mode, client data can be stored on a network…

Christopher H
Updated 1 month ago by Christopher H

Switching Between Single-User Mode and Network Mode

Customers who have purchased a Network License can switch the software between Single-User mode and Network mode. When the software is running in Network mode, client data can be stored on a network…

Christopher H
Updated 1 month ago by Christopher H

Using an email address to access a program

To prevent piracy, a CFS program uses either one of two methods to determine that it has been licensed so that the full version of the program can be unlocked. This article discusses using the Email…

Eric
Updated 1 month ago by Eric

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