Warning

Product support for ToolBox CS ended on October 31, 2022.

Help & How-To Center content for ToolBox CS may be outdated and is used at your own risk.

ToolBox CS provides a set of internal office documents commonly used by accounting firms.

Special Information

• Each document is a blank template that you can fill in and save.
• You can print the document to a printer, store the image in FileCabinet CS (if you are licensed for this application), email a PDF of the document to your client, or save a PDF to a location on your computer.
• Information you enter in the Client dialog is transferred to an open, blank document when you select a client from the Client Selection drop-down list on the toolbar. Changes you make in the Client dialog are transferred to the document when you click the Get Client Information button on the toolbar.

Working with office documents

For details on working with office documents, see the following topics.

• Creating a new item
• Saving an item to a client
• Printing an item
• Opening a saved item

Video: Using the program to fill in client information on a form or document (approx. 1.5 minutes).

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