Backing up, restoring, checking out, and checking in data and other items

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You can back up, check out, restore, and check in client plans and other items. Among the items are report sets, custom reports, report layouts, graphs, letter templates, preparer options, Watch Window templates, and federal interest rates. For additional information, click the links below.

Backing up or checking out data and other items

Restoring or checking in data and other items

Overriding the checked-out status of data

Using FileCabinet CS to back up and restore data

What is FileCabinet CS?

Backing up plan data into FileCabinet CS automatically

Restoring plan data from FileCabinet CS

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