TaxTools WorkShop

Your One-Stop Shop for Accessing CFS Products

TaxTools WorkShop is a free, convenient program that contains nine other CFS software titles (sold separately) that share one list of clients. Rather than searching through multiple programs to find a particular module and then making copies of your client list in each one, all your clients and over a thousand CFS modules are accessible from a single place with a familiar interface: TaxTools WorkShop.

Installation Instructions »

Introduction to TaxTools WorkShop »

• Single, unified client list. No longer necessary to migrate copies of client lists each year between multiple programs, unlike standalone programs.
• Only install once per workstation, ever. No longer necessary to install CFS software on every computer a new each year, unlike standalone programs.
• Automatic activation. No longer necessary to input license codes, unlike standalone programs.
• Always up-to-date. No longer necessary for users to perform update installations, unlike standalone programs.

Nine Products in One

Launch any of the following products from TaxTools WorkShop. Each are sold separately but share the same client list; buy just what you need.

• TaxTools
• Small Business Tools
• W4 Calculator
• Forms Library
• CA 571 Preparer
• CA Sales Tax Preparer
• NY Sales Tax Preparer
• Schedule D Tools
• Tax Corresponder

Compare: TaxTools WorkShop vs Other CFS Programs

Feature	TaxTools WorkShop	Other CFS Programs
Cost	No additional cost	$49 - $199
Familiar Interface
Free Updates
Free Tech Support
Unlimited Clients
Data Import from Other CFS Titles
Modules	1000+	12 - 400
Installation Effort	Once per workstation	Once per workstation per program per year
Update Installation Effort	Minimal, always up-to-date	1 - 11 manual updates per workstation/server per program per year
Activation	Automatic	Type in different 10-digit license code per year
Shortcuts on Windows Desktop	1	1 per program
Client Password Protection		--
Unified Client List		--
Unified Module Library		--
Client Tags		--
Enhanced Search		--
Upgraded Knowledge Base		--
Lacerte Import		--
Mark Clients as Inactive		--
Enhanced Context Menu		--

General Requirements

• Minimum storage space: 100MB
• CPU: Appropriate for the operating system
• RAM: Appropriate for the operating system
• Internet access at least once every 30 days

• Operating system: Windows 11, Windows 10, Windows 8.1, Windows 7 SP1, Windows Server 2022, Windows Server 2019, Windows Server 2016, Windows Server 2012 or Windows Server 2008 R2 SP1