Browse subjects for ToolBox CS

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Installing and maintaining your application Details

Includes system requirements, installation instructions for all environments, installing licenses, backing up and restoring databases, downloading and applying updates via CS Connect.

Setting up and exploring your application Details

Includes getting started information, using the toolbar and keyboard shortcuts, user bulletins, video library, frequently asked questions, and setting up firm information.

Managing clients and staff Details

Includes adding clients, importing clients from other CS Professional Suite applications, saving items to clients, transferring client information to forms and documents, adding staff.

Using financial calculators, tax forms, tax flowcharts, office documents, tax worksheets, tax organizers, and client handouts Details

Includes overviews of each item, creating new items, saving to clients, data entry examples, printing, obsolete items.

Troubleshooting Details

Includes receiving errors when opening or using your application, database errors, application crashing and/or freezing, calculator issues

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