Downloading and installing licenses via CS Connect

Alerts and notices

Complete these steps to download and install licenses for ToolBox CS.


  • To download and install ToolBox CS licenses for an initial installation, choose Help > About ToolBox CS and click the Download Licenses button. Enter your firm information, click Next, and follow the prompts.
  • If you also purchased licenses for FileCabinet CS, Fixed Assets CS, Planner CS, and UltraTax CS, this process installs the licenses for these applications as well. There is no need to repeat the process from within each application.
  1. Choose Utilities > CS Connect.
  2. Click the Connect now option.
  3. Mark the Retrieve licenses checkbox.
  4. Click the Call Now button to download the licenses.
  5. Follow the prompts to install the licenses. If you have questions about your license PIN, see Managing your license PIN.

Related topic: Downloading and applying updates