This topic links to information about installing, setting up, and using Planner CS. It is intended primarily for new users of Planner CS to start using your new application efficiently and effectively.
Installing and using Planner CS
This section lists resources about installing Planner CS in a network or terminal server environment and the basics of your application.
- Installing Planner CS to a stand-alone or network workstation
- Terminal Server Best Practices for CS Professional Suite Applications (PDF)
- Getting started with Planner CS (PDF)
- Planner CS tips (PDF)
Integration with other applications
This section lists resources about importing data from UltraTax CS or GoSystem Tax RS.
Creating plans and entering data
This section lists general information about using Planner CS to effectively manage your business.
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