This video explains how to install TaxWise® to a workstation on your network.


Note: If it has not yet been done, a network drive must be mapped on the workstation before you will be able to proceed with the workstation installation.

To add a workstation, do the following:

1. Close TaxWise on all workstations.
2. Browse to the network drive, and open the UTSxx folder. Where xx is the year of the TaxWise install.
3. Within the UTSxx Folder, open the TWTech folder.
4. Double-click setup.exe. This will launch the TaxWise Installation Wizard.
   • Note: If prompted with a security warning, click Run.
5. On the TaxWise [Year] - InstallShield Wizard screen, select the preferred language and click OK. 
6. On the Welcome screen, click Next.
7. On the License Agreement screen, read the license agreement and select I accept the terms in the license agreement.
8. Click Next.
9. On the Destination Drive screen, enter the workstation number if not already set.
   • Note: The workstation number must be set with a 3-digit number that can not begin with zero.
10. Click Next.
11. Click Install.
12. Once the installation completes, select or clear the Install CCH InteliConnect Browser Search plugin checkbox.
13. Click Finish to finalize the installation process. 
    • Note: After the installation completes, you will be prompted to restart the workstation for the configuration changes to take effect. 

For more information on networking your TaxWise install, see the User Guide located on the Help menu.


Additional Information

Para obtener la versión en español de este artículo de Knowledge Base, haga clic aquí: ¿Cómo agrego una estación de trabajo a una instalación de red (network) de TaxWise®?