The default communication settings for CS Connect are correct for most connection types; however, if you connect to our secure data centers using a dial-up internet service or a proxy server, you should review the following communication settings. This is a one-time setup step.
Note: If you're using Virtual Office CS or SaaS (Software as a Service), these steps do not apply to you.
- Open CS Connect by selecting:
- File, then CS Connect in Accounting CS, Practice CS, Workpapers CS, Planner CS
- Setup, then User Preferences, then the Misc tab in UltraTax CS and FileCabinet CS
- Utilities, then CS Connect in Fixed Assets CS and ToolBox CS
- Select Modify, Connect Setup, or Communications (varies by program).
- Choose the various communication settings for the workstation.
- Test your connection. If any of the tests fail, the connectivity problems must be addressed on your computer, network, or with your Internet Service Provider (ISP) before CS Connect will function correctly.
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