TaxTools WorkShop

Client password protection

Clients in TaxTools WorkShop may be password-protected. See Program password protection to password-protect the entire program. Customize when a password is required. Click Tools > Options on the men…

Eric
Updated 1 month ago by Eric

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

Integrated knowledge base

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. Click the floating question mark in the lower-righ…

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 3 weeks ago by Eric

Managing inactive clients

TaxTools WorkShop keep your Client List manageable by only displaying active clients, while retaining records for inactive clients. Choose when to see inactive clients. Inactive clients can be shown…

Eric
Updated 1 month ago by Eric

Search for clients, client's files, and tools

TaxTools WorkShop has three new search boxes on the main screen, one above each "list" (the client list, the client's files list, and the list of tools in the WorkShop). For any of the search boxes,…

Eric
Updated 1 month ago by Eric

Tagging clients

Clients can be arbitrarily grouped together in TaxTools WorkShop using Tags. The Client List can then be filtered based on Tags. The program comes with some built-in tags but users can create their o…

Eric
Updated 1 month ago by Eric

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