Integration with other applications

Show expandable text

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Help & How-To Center content for ToolBox CS may be outdated and is used at your own risk.

Thomson Reuters offers a suite of applications designed to work together to make your firm's workflow as efficient as possible. The CS Professional Suite software applications featured below integrate with ToolBox CS to allow you to import client information and to import and export amortization data.

If you are not familiar with some of these applications or would like more information on any of the applications in the suite, please visit the Products page of our website.

You must ensure that the correct data paths are set up in the CS Professional Suite application before you attempt to import client information to ToolBox CS. In the CS Professional Suite application from which you want to import, choose Setup > System Configuration or Setup > User Preferences to view and/or modify the data locations.

CS Professional Suite applications that integrate with ToolBox CS

Accounting CS

If you are licensed for Accounting CS (ACS), you can import amortization schedules created in ToolBox CS.

Practice CS

If you are licensed for Practice CS, you can import client name, address, and other client information from Practice CS to ToolBox CS.

Video: Importing clients from other CS Professional Suite applications (approx. 2 minutes).

UltraTax CS

If you are licensed for UltraTax CS, you can import client name, address, and other client information from UltraTax CS to ToolBox CS.

Video: Importing clients from other CS Professional Suite applications (approx. 2 minutes).

Third-party applications that integrate with ToolBox CS

Microsoft Excel

If you are licensed for Microsoft Excel, you can copy loan payment and investment schedules from several ToolBox CS calculators to the application clipboard, and then paste them into Microsoft Excel.

Microsoft Word

If you are licensed for Microsoft Word, you can copy loan payment and investment schedules from several ToolBox CS calculators to the application clipboard, and then paste them into Microsoft Word.

Google Docs

If you are licensed for Google Docs, you can copy loan payment and investment schedules from several ToolBox CS calculators to the application clipboard, and then paste them into Google Docs.

Was this article helpful?

Thank you for the feedback!