Features

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 6 months ago by Eric

Customize how a Client's Files are listed

TaxTools WorkShop has several features that assist in managing the files that are saved for a client. To see a client's files, left-click on the client's name. The files will show in the Client's Fil…

Eric
Updated 5 months ago by Eric

Filtering clients based on the selected Toolbox

Clients can be grouped together and displayed/hidden in the Client List by using Tags. By default clients will display all the time. This procedure describes how to display clients only when a certai…

Eric
Updated 3 months 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 6 months 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 6 months ago by Eric

PowerTools interface

New! You can choose to give select modules a different look. By toggling on the PowerTools option, select modules will have additional features: Scroll-wheel support. Multi-page views. Additional zoo…

Eric
Updated 6 months ago by Eric

Removing client password protection

Coming soon.

Eric
Updated 6 months 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 6 months ago by Eric

Set automatic backup frequency

Automatic backup frequency can be set by clicking Tools > Options > Backup.

Eric
Updated 2 months ago by Eric

Switching products using the Toolbox pulldown

Learn how to switch to a different product from within the program.

Eric
Updated 4 months 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 for displaying/hiding client…

Eric
Updated 3 months ago by Eric

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