Resources for new users of Planner CS

Alerts and notices

This topic links to information about installing, setting up, and using Planner CS. It is intended primarily for new users of Planner CS to start using your new application efficiently and effectively.

Installing and using Planner CS

This section lists resources about installing Planner CS in a network or terminal server environment and the basics of your application.

Integration with other applications

This section lists resources about importing data from UltraTax CS or GoSystem Tax RS.

Creating plans and entering data

This section lists general information about using Planner CS to effectively manage your business.

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