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Product support for ToolBox CS ended on October 31, 2022.
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Thomson Reuters offers a suite of applications designed to work together to make your firm's workflow as efficient as possible. The CS Professional Suite software applications featured below integrate with ToolBox CS to allow you to import client information and to import and export amortization data.
If you are not familiar with some of these applications or would like more information on any of the applications in the suite, please visit the Products page of our website.
You must ensure that the correct data paths are set up in the CS Professional Suite application before you attempt to import client information to ToolBox CS. In the CS Professional Suite application from which you want to import, choose Setup > System Configuration or Setup > User Preferences to view and/or modify the data locations.
CS Professional Suite applications that integrate with ToolBox CS
Third-party applications that integrate with ToolBox CS
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