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Instructional Videos
Click on the title to view the video.
Below are instructional videos describing how to use various CFS programs.
Most videos are short and demonstrate how to perform specific tasks.
During playback, use the VCR controls to control playback. The duration of each video is listed next to the title.
These videos are soundless.
Check this page often as new videos are added in the future.
Below are instructional videos describing how to use various CFS programs.
Most videos are short and demonstrate how to perform specific tasks.
During playback, use the VCR controls to control playback. The duration of each video is listed next to the title.
These videos are soundless.
Check this page often as new videos are added in the future.
General
Downloading and Installing CFS Software (4m 7s)
Updating CFS Software (3m 54s)
Deletion Procedures (14m 42s)
PDF995 Printer Support (5m 56s)
CA 571 Preparer
Overview (2m 36s)
Module Library Functions (5m 2s)
How To Use Client List Label Maker (4m 27s)
Financial Planning Tools
Overview (4m 47s)
Module Library Functions (5m 2s)
How To Use Client List Label Maker (4m 27s)
NY Sales Tax Preparer
Main Screen Functions (4m 56s)
Labels, etc. (2m 37s)
Payroll System
E-filing Federal Employment Tax Returns (12m 17s) 
Overview (17m 36s)
Vendor Payment Data and Check Entry (11m 49s)
Managing Employers and Payers (2m 37s)
Utilities and Configurations (4m 26s)
Importing from QuickBooks (7m 8s)
Setting Up New York Employers (4m 29s)
CA DE 9 & DE 9C File Attachment (5m 45s)
Year-end Forms Filing Tips for W-2s and 1099s (9m 30s)
How to eFile 1099s (7m 23s)
How to eFile W2s (4m 36s)
LivePayroll Overview (9m 1s)
Live Payroll Functions (19m 0s)
Converting from 941/940 to LivePayroll (7m 2s)
Printing Paychecks with LivePayroll (5m 34s)
Printing Vendor Checks With Live Payroll (3m 23s)
Vacation and Sick Leave (6m 6s)
Direct Deposit Setup (5m 8s)
Using Direct Deposit (5m 1s)
Small Business Tools
Overview (6m 18s)
Module Library Functions (5m 2s)
How To Use Tax Planner (22m 52s)
How To Use Client List Label Maker (4m 27s)
Tax Corresponder
Documents, Utilities, etc. (1m 58s)
Customize Template Demo (4m 34s)
Mail Merge Demo (2m 46s)
Module Library Functions (5m 2s)
How To Use Client List Label Maker (4m 27s)
TaxTools
Overview (15m 11s)
Module Library Functions (5m 2s)
How To Use Tax Planner (22m 52s)
How To Use Client List Label Maker (4m 27s)
W4 Calculator
Overview (5m 1s)
Module Library Functions (5m 2s)
How To Use Client List Label Maker (4m 27s)
Quick Reference Guide
Quick Reference Guide (8m 5s)