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System Requirements

Virtual Office CS

General Requirements

CS Professional Suite applications are designed for professional production work. Our system requirements are based on the assumption that professional accounting firms replace their computer hardware and operating systems approximately every three years.

While our software may operate on less powerful hardware and operating systems, we do not believe it will perform at a level suitable for production work in those environments. Of course, as processing speed and RAM are increased, software performance will also improve. We recommend business class computers, which generally offer higher levels of performance than home models when running business applications.

The following links provide access to the general requirements for the current versions of all of our applications. However, some products have more stringent and/or additional requirements beyond those documented in the general requirements sections. Be sure to read the Product-Specific Requirements as well as the general requirements.

Operating System (Desktop & Network)

These system requirements apply to each workstation that will run CS Professional Suite applications. Unless otherwise noted in the Product-Specific Requirements, all of our applications are fully supported when run on the following operating systems with the latest service packs installed.

  • Windows® 8
  • Windows 7
  • Windows Vista®
  • Windows XP (For most CS Professional Suite applications, we will end support for Windows XP on June 30, 2014. For GoSystem Tax RS, we will end support for Windows XP in November 2014. For details, please refer to this blog article.)
  • Windows Server® 2012 (full installations only; we don't support server core installations)
  • Windows Server 2008 (full installations only; we don't support server core installations)
  • Windows 2003 Server network (all editions except Web Edition)

Notes

  • We support all editions—except any of the "home" editions—of Windows 8, Windows 7, Windows Vista, and Windows XP.
  • We support both 32- and 64-bit versions of the supported Windows operating systems.
  • We support Windows 8, Windows 7, Windows Vista, and Windows XP Professional for workstations used as peer-to-peer servers, but we recommend using one of the supported server operating systems instead.
  • Wireless networks are not recommended for use with any CS Professional Suite application.
  • Unless they allow for a Windows host control, network attached storage (NAS) devices are not supported as file servers because they do not meet the requirement of using a Windows operating system. NAS devices often use proprietary operating systems that may not handle file locking properly and may cause data corruption and performance issues.

SQL Servers

Some CS Professional Suite applications include the Express edition of SQL Server®. Depending on your firm's data needs, you may need to purchase a licensed (full) version of SQL Server. If so, you must use one of the following supported databases.

SQL 2012
(Standard or Enterprise Edition)

SQL 2008
(Workgroup, Standard,
or Enterprise edition)

SQL 2005
(Workgroup, Standard,
or Enterprise edition)

Accounting CS

Supported

Supported

Not supported

FileCabinet CS

Supported

Supported

Not supported

Financial Analysis CS

Not supported

Supported

Supported

Practice CS

Supported (We also
support the Business
Intelligence Edition)

Supported

Not supported

Workpapers CS

Supported

Supported

Not supported


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Processor

All CS Professional Suite applications require an Intel® or AMD™ processor, with a recommended processor speed of 2 GHz or greater.

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RAM

For all CS Professional Suite applications, 2 GB of RAM is recommended. For GoSystem Tax RS, additional RAM is necessary for processing large returns and reports; see the GoSystem Tax RS section for more information.

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Integration with Microsoft Office

Most CS Professional Suite applications require Microsoft Office 2003 or higher (with the latest service packs installed) to take advantage of certain features that integrate with Outlook,® Word,® or Excel.® See the Product-Specific Requirements section for information on which of our applications integrate with which Office applications.

Note for Office 2013 and Office 2010 users: Unless otherwise noted in the Product-Specific Requirements, our applications that integrate with Office applications are supported on the 32-bit version of Office 2013 and Office 2010. However, due to compatibility issues with existing 32-bit applications and add-ins, we do not support the 64-bit version of Office at this time for most of our applications.

Note for Office 365 users: Our applications integrate with the Small Business Premium, Midsize Business, Enterprise E3, and Enterprise E4 subscription plans for Office 365 when the Office applications are fully installed on the local computer.

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Product-Specific Requirements

Accounting CS

  • A broadband or persistent high-speed Internet connection is required to view the help topics.

Accounting CS Client Access

  • As with most of our applications, a browser is required. We recommend a minimum of 128-bit encryption.
  • Accounting CS Client Access is supported only in a hosted environment through Virtual Client Office.
  • Because Accounting CS and Accounting CS Client Access share a common database, the firm is also required to run Accounting CS in a hosted environment through Virtual Office CS or Software as a Service, which requires a license for NetFirm CS.
  • Because the software is accessed via the Internet and information travels through an Internet connection, the performance of the software is subject to the same speed variations experienced using the web. For this reason, the bandwidth used when accessing the Internet has a significant impact on the performance of the software. To achieve optimal product performance, we recommend a persistent Internet connection with a minimum bandwidth of 128 Kbps for up to four users and 32 Kbps for each additional, concurrent user. Examples of Internet connections that meet these recommendations include dual-channel ISDN, cable modem, ADSL or DSL, T1, and T3.
  • For optimal results when printing from any application running in the Virtual Office CS environment (or, for clients, the Virtual Client Office environment), we recommend using a native Windows Server 2008 printer. For a complete list of printers recommended for use in Virtual Office CS, see Printer drivers available on Virtual Office CS in our Help & How-To Center.

AdvanceFlow

  • AdvanceFlow is not supported on the Windows 8 operating system at this time.
  • Microsoft Office 2007 or 2010 is required to take advantage of integration with Office applications. We recommend Office 2010, because the Word and Excel linking features are limited in Office 2007. We do not support Office 2013 at this time.
  • AdvanceFlow requires the 32-bit version of Internet Explorer® 8, 9, or 10. We recommend a minimum of
    128-bit encryption.
  • Because AdvanceFlow software is accessed via the Internet, it requires a broadband connection. The optimal type of broadband connection depends upon bandwidth utilization and the number of concurrent users.

Client Bookkeeping Solution

  • A broadband or persistent high-speed Internet connection or modem is required for specific features, such as direct deposit, online banking, and remote payment authorization.
  • A MAPI-compliant email client is required to take advantage of some program features.
  • Microsoft Office 2003 or higher is required to take advantage of integration with Microsoft Excel.
  • A Magtek® USB credit card reader is required to enable Client Bookkeeping Solution to automatically complete the credit card fields in CS Payment when your client swipes a customer's credit card. We support the following models: 21040147, 21040145, 21040107, and 21040108, all of which are keyboard emulators.

CS Professional Suite Accounting Products

The CS Professional Suite Accounting Products include the following applications:

  • Write-Up CS (There are no product-specific requirements for Write-Up CS.)
  • Payroll CS (There are no product-specific requirements for Payroll CS.)
  • Trial Balance CS (There are no product-specific requirements for Trial Balance CS.)
  • Engagement CS
  • Financial Analysis CS (There are no product-specific requirements for Financial Analysis CS.)

A MAPI-compliant email client is required to take advantage of some program features in these applications. See below for additional requirements for Engagement CS.

Engagement CS

  • Microsoft Office 2003 or higher is required to take advantage of integration with Excel and Word.
  • Engagement CS is supported on Colligo® Workgroup Edition Version 4.0, with a wired environment.
  • A TWAIN-compliant scanner is required to scan documents into Engagement CS. See the Scanner section for additional information.

FileCabinet CS

  • A MAPI-compliant email client is required to take advantage of some program features.
  • Microsoft Office 2003 or higher is required to take advantage of integration with Microsoft Excel and Word.
  • A TWAIN-compliant scanner is recommended to scan documents into FileCabinet CS. See the Scanner section for additional information.
  • Optionally, you can store FileCabinet CS data in database format. See the SQL servers section for details on the supported databases.

Fixed Assets CS

  • A MAPI-compliant email client is required to take advantage of some program features.
  • Microsoft Office 2003 or higher is required to take advantage of integration with Microsoft Excel.
  • A TWAIN-compliant scanner is recommended to scan documents into Fixed Assets CS. See the Scanner section for additional information.

GoFileRoom

Note: All of the requirements below apply to both version 12 and version 11 of GoFileRoom.

  • GoFileRoom is not supported on the Windows 8 operating system at this time.
  • Microsoft Office 2003, 2007, or 2010 is required to take advantage of integration with Office applications. For version 12 and version 11 of GoFileRoom, we support both the 32- and 64-bit versions of Office 2010. However, for version 11, the GoFileRoom Control Panel Add-In Outlook Integration is not supported with the 64-bit version of Office 2010. We also do not support Office 2013 for either version of GoFileRoom at this time.
  • GoFileRoom requires the 32-bit version of Internet Explorer 8, 9, or 10. If you're using Internet Explorer 10, you must run it in compatibility mode. We recommend a minimum of 128-bit encryption.
  • Because GoFileRoom software is accessed via the Internet, it requires a broadband connection. The optimal type of broadband connection depends upon bandwidth utilization and the number of concurrent users.
  • GoFileRoom requires Adobe® Acrobat® version 7 or higher (Standard or Professional edition) to take advantage of integration with PDF file types. If the free Adobe Reader is installed on the workstation, we recommend that you uninstall it as its presence can disrupt integration between GoFileRoom and Adobe Acrobat.
Scan Station

A scan station is a workstation that is devoted to scanning documents directly into Adobe Acrobat and subsequently into GoFileRoom via the GoFileRoom ScanFlow and Upload Server Add-Ins or the CopyFlow utility. Scan stations are typically directly connected to high-speed scanners via USB ports.

Scan stations must meet the same requirements as the workstations that run the GoFileRoom application and they must also meet the following requirements if your firm uses ScanFlow.

  • Adobe Acrobat (Standard or Professional edition) must be installed on the scan station workstation.
  • The scan station requires 2 GB of RAM. If the GoFileRoom Upload Documents utility is installed on the scan station workstation, 2 to 4 GB of RAM is required.
  • We recommend that you use a USB 2.0 port to connect the scanner to the scan station. Alternately, you can connect the scanner via a PCI slot. If you use a PCI slot, the scanner PC must be a full-size chassis (not a mini tower) to accommodate full-size Adrenaline cards.
  • If the scan station is connected to the workstation via a SCSI port, Adaptec® ASPI layer must be up to date.
  • A TWAIN-compliant scanner is recommended for use with the scan station. See the Scanner section for additional information.
Utility Servers

Utility servers host GoFileRoom utilities and services such as GoFileRoom Upload Documents, GoFileRoom Auto File Import, GoFileRoom Auto List, and GoFileRoom .NET Local Cache. Utility servers must meet the same requirements as the GoFileRoom application and the scan station.

GoSystem Tax RS

  • GoSystem Tax RS is supported on both the 32-bit and 64-bit versions of all supported operating systems for tax year 2006 and all subsequent years.
  • Local machine administrator rights are required for the initial installation of each year's application. Reduction of local user rights or the use of User Account Control (UAC) may limit functionality for 2005 and prior tax returns for all products. For details about compatibility, visit the Product Assistance website.
  • 2 GB of RAM is required. Additional memory, page file, and/or free hard drive space is necessary for processing large returns and reports. Depending on the level of chart detail and the number of states, entities, partners, and so on, several hundred MB of temporary free hard drive space may be required.
  • For Hewlett-Packard (HP) laser printers, GoSystem Tax RS supports the HP Universal Print Driver for Windows (PCL 5 or 6). For non-HP laser printers, GoSystem Tax RS supports the native PCL 6 print driver. Additional memory may be required to print large returns or reports.
  • GoSystem Tax requires the 32-bit version of Internet Explorer 8, 9, or 10 and a persistent broadband connection.
  • For the firewall, GoSystem Tax RS requires that the server address be transparent to the workstation (no proxy). The workstation address can be hidden (proxy) when read from the server. Ports 443 and 2429 must be open for outbound connections. No limitations can be set on the number of TCP sessions.
File server
  • For the file server, GoSystem Tax RS is supported on the Windows Server 2008 (but not the Windows Small Business Server 2008) operating system and the Windows Server 2003 operating system. Distributed file system (DFS) is not supported.
  • The GoSystem Tax RS communications server must meet the same operating system and hardware requirements as the workstations that run GoSystem Tax RS.

Trusted sites: GoSystem Tax RS requires that you add the following sites to the Trusted Sites Zone in Internet Explorer. We recommend using the Trusted Sites Zone, rather than the Internet Zone, to ensure that you don’t block useful security messages for other, non-Thomson Reuters sites.

  • *.fasttax.com
  • *.ThomsonReuters.com
  • support2.riahome.com
  • www.riahelp.com
  • eFormRS.com (required if you purchased e-Form RS)

Mobile CS

There are no product-specific requirements for Mobile CS Link, which is the desktop application used to sync data between Mobile CS apps on your mobile device and your CS Professional Suite applications. Operating system requirements for the devices on which you can run Mobile CS apps are as follows:

  • Apple iOS devices: iOS version 4.1 or later
  • Android devices: Android OS 2.1 or later

Planner CS

There are no product-specific requirements for Planner CS.

Practice CS

  • Microsoft Office 2003 or higher is required to take advantage of integration with Office applications.
  • A Magtek USB credit card reader is required to enable Practice CS to automatically complete the credit card information fields in CS Payment when you swipe a credit card. We recommend the following models: 21040147, 21040145, 21040107, and 21040108, all of which are keyboard emulators.

ToolBox CS

  • There are no product-specific requirements for ToolBox CS.

UltraTax CS

  • A MAPI-compliant email client is required to take advantage of some program features.
  • Microsoft Office 2003 or higher is required to take advantage of integration with Microsoft Excel.
  • Scanning K-1 and W-2 barcodes requires a barcode scanner that is (a) connected to the computer via a serial connection (standard RS-232) or USB connection, and (b) capable of decoding two-dimensional (2D) barcodes in PDF417 format.

Web Services (NetClient CS, Virtual Office CS, and Web Builder CS)

  • As with most of our applications, a browser is required. We recommend a minimum of 128-bit encryption.
  • Because Web Services software is accessed via the Internet and information travels through an Internet connection, the performance of the software is subject to the same speed variations experienced using the web. For this reason, the bandwidth used when accessing the Internet has a significant impact on the performance of the software. To achieve optimum product performance, we recommend a persistent Internet connection with a minimum bandwidth of 128 Kbps for up to four users and 32 Kbps for each additional, concurrent user. Examples of Internet connections that meet these recommendations include dual-channel ISDN, cable modem, ADSL or DSL, T1, and T3.
  • For optimal results when printing from any application running in the Virtual Office CS environment (or, for clients, the Virtual Client Office environment), we recommend using a native Windows Server 2008 printer. For a complete list of printers recommended for use in Virtual Office CS, see Printer drivers available on Virtual Office CS in our Help & How-To Center.

Workpapers CS

  • A broadband or persistent high-speed Internet connection is required to view the help topics.
  • Microsoft Office 2007 or higher is required to take advantage of integration with Excel and Word.

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Browser (Internet Explorer) and Modem or Internet Connection

A browser is required for all CS Professional Suite applications except Client Bookkeeping Solution (for which no browser is required). For GoSystem Tax, the 32-bit version of Internet Explorer 8, 9, or 10 is required.

Our applications require a broadband or persistent high-speed Internet connection to retrieve licensing information, user bulletins, and/or product updates. We recommend a dedicated high-speed connection (e.g., cable modem, DSL, T1, T3, or satellite) to safeguard against interruptions and improve performance.

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Remote Access via Server-Based Computing

With proper licensing, all CS Professional Suite applications except Client Bookkeeping Solution are supported in a remote server environment using Windows Server 2012, Windows Server 2008, or Windows Server 2003 in application server mode with or without Citrix XP Feature Release 3 or Citrix Presentation Server 4. In the remote server environment, workstation requirements are significantly reduced.

We also offer all applications (including Client Bookkeeping Solution) in a hosted environment. Please contact us about these Virtual Office CS opportunities at 800.968.8900.

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Printer

A Windows-supported printer capable of data compression and a minimum 2 MB of memory is required. For the extensive printing requirements of tax software, we recommend high-speed laser printers, such as Hewlett-Packard's HP 4000 series and HP 8000 series, or Xerox's Docuprint series and Phaser series.

We also recommend that you enable the duplex printing option for your printer, if available.

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Monitor

A monitor with the resolution set to 1024 x 768 or higher is required. We recommend a 17" or larger monitor with a minimum requirement of 15".

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CD or DVD Drive

Most CS Professional Suite applications are distributed on CD-ROM and updated periodically via CS Connect, our electronic communications tool. GoSystem Tax (CD version) products are also distributed on CD-ROM with periodic updates available from the Product Assistance website. As an alternative, most CS Professional Suite applications are available for download from our website.

Note: GoFileRoom, NetClient CS, Web Builder CS, and Virtual Office CS users do not need CD drives because they do not install these applications on their own computers. Instead, they use the Internet to access these products, which are installed on Thomson Reuters servers.

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Email and Website Accounts (Optional)

We distribute software update notices and other information via email to users who choose to subscribe to our email subscription service. In addition, some CS Professional Suite applications require the use of a MAPI-compliant email program to send client data and other items via email. See the Product-Specific Requirements section for details.

We strongly recommend that you set up an account on our website, which enables you to download products for which you are licensed, track shipments, receive important email notifications, and so on.

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Scanner

A TWAIN-compliant scanner is necessary if you want to scan hardcopy documents directly into Engagement CS, FileCabinet CS, Fixed Assets CS and/or GoFileRoom. Most scanners available today are TWAIN-compliant, including flatbed scanners, sheet-fed scanners, and all-in-one units. (Note that most WIA device drivers are TWAIN compliant and that they work only with the Windows XP or higher operating system.) The type of scanner required should be determined by your own business practices and uses. Engagement CS, FileCabinet CS, Fixed Assets CS, and GoFileRoom (with the CopyFlow utility) can be used with a network scanner. For more information on scanners, see the Selecting a Scanner For Use with the CS Professional Suite white paper.

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