Internal: Web License Guidelines

Alerts and notices

Hot topics for Customer Service

Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.

Characters left:

Web Builder CS:

SaaS or VO:

NetFirm CS Administrators

Changing the Administrator

NetFirm CS

Web Builder CS

List of Required Virtual Office CS Licenses by Product Family

Current Terminal Server and VO Setup licenses are required for all products. Product specific licenses/line items are listed below.

  • UltraTax CS: Current UT products, VOUTAX
  • Planner: Current Planner CS license, VOUTAX.
    • Also requires a current UltraTax CS Terminal Server license
    • Note that Planner CS needs to be reloaded by CPT if the product is not available after permissions have been assigned for the user. See this article for more information. 
  • FileCabinet CS: Current FCS products, VOFCAB
  • ToolBox: Current ToolBox product, VOTBOX
    • Also requires a current FileCabinet CS Terminal Server license
  • Fixed Assets CS: Current FA products, VODEPR
  • Accounting CS: Current ACS products, VOACCS
  • Creative solutions Accounting: Current CSA products, VOACCT
  • Workpapers: Current Workpapers product, VOACCS
  • Client Bookkeeping Solution: Current CSA products needed for CBS (Write Up and Payroll Compliance), VO CSA, VOCBSW
  • Engagement CS: Current CSA products, VOACCT
  • Practice CS: Current Practice CS products, VOPRACCS
  • Microsoft products: VOMSOFC, VOMSEXC
  • GoFileRoom: VOGFR (further integration required per product)

If a firm needs to have one of the VO licenses added, a $0 EOR can be submitted by Sales or Customer Service. The product's Terminal Server license has to be current for the firm, and there must be NetFirm/VOSET licenses already present. If the NetFirm/VOSET license is not present, a Sales Representative will have to create a sales proposal for those products.

Additional Information

If a firm has NetFirm CS and is not using SaaS/Virtual Office CS, they are able to have a local license for other CS Professional Suite applications. See Network Licensing for more information.