TaxACT Enterprise Installation
TaxACT Enterprise Edition is designed for tax preparers who want to store, share, and collaborate with others on the same existing network. It is great for offices with multiple preparers who wish to share workloads, data, and responsibilities. The program takes advantage of your existing network and allows for a shared client list, shared tax returns, and administrator as well as user level security.
First Step - Sharing Data on Your Network
In order to fully take advantage of the networking features of TaxACT Preparer's Enterprise Edition, you must correctly install the software to your existing network. You must first share data locations between the computers on which you will use the TaxACT program.
How to Share a Drive
Sharing a drive between computers requires that you 1) Allow the drive to be shared on the computer that hosts it, and 2) connect to it with the other computers.
Further assistance on sharing network resources can be found using the Windows Help function or at the Microsoft Support Knowledge Base
Things to Keep in Mind
Installing TaxACT Enterprise
There are two locations important to the TaxACT Enterprise program. The first is the location where the program will be installed and the second is where the Client Data folder will be found. By understanding these two locations and the options they provide, a preparer can get the most benefit from the sharing capabilities of the Enterprise program.
During the installation of the TaxACT Enterprise program, you are asked if you want to install on a Single-Computer or a Multi-Computer configuration.
Note: If you wish to install the TaxACT program locally on all PC's that will be sharing data, you should use the Single-Computer Installation option and then simply specify the network shared location for the Client Data folder only.
Location for TaxACT Program
When installing as a Single-Computer Installation or the Server Installation, you are first asked where you would like to place the TaxACT program and related application files. When installing using the Client Installation however, you must locate the folder where the program has already been installed. If you specify a folder where the program has not yet been installed, an error will occur.
The "Installation Location" is where the TaxACT program and related files are stored. The default location that TaxACT automatically chooses is:
C:\TaxACT\TaxACT 20XX Preparer's Edition
When prompted in the installation process for TaxACT Enterprise, you may change this location to any location you wish. This location may be...
When installing the TaxACT Enterprise program to a location other than the default, some things must be kept in mind:
Choosing a Location for your Client Data
Just as you can direct the installation location of the TaxACT program, you can also specify where your client data will be located.
The location for your Client Data can be on a local drive which cannot be shared, or on a network drive which allows for sharing. When you are asked to specify the location for your client information, click the Browse button and then provide the folder where your Client Data should be.
Each computer sharing information will need to use the same path for the shared drive. For example, if your folder for Client Data is...
... then all computers must be mapped in the exact same way. Any variations will cause client returns to be unavailable to some computers.
Changing Locations After Installation
After TaxACT has been installed, you may change the location of your Client Data folder or other folders where information is kept. By opening your TaxACT program, clicking on Preparer, Master Information, and then on Directories, the folders that you can change are: