Click a link below to view detailed information about migrating data from the following locally installed applications to the Virtual Office CS or SaaS environment.
- Accounting CS
- Client Bookkeeping Solution
- Creative Solutions Accounting applications
- FileCabinet CS
- Fixed Assets CS
- Planner CS
- Practice CS
- ToolBox CS
- UltraTax CS
- Workpapers CS
- PPC SMART Practice Aids, PPC SMART Firm Library, and PPC SMART Single Audit
- Microsoft Outlook 2010, 2007, or 2003
Tip: For information about configuring your email account in Microsoft Outlook, see Configuring Outlook 2010 to receive POP3 email in the Virtual Office CS or SaaS environment.
- Microsoft Excel, OneNote, PowerPoint, Publisher, and Word (version 2010, 2007, or 2003)