Before installing TaxWise to a network, review the following notes and recommendations:

• TaxWise is not supported for wireless networks, domain-based networks, Virtual Private Network (VPN), Wide-Area Network (WAN), or from Windows Terminal Server or Citrix systems.
• For Peer-to-Peer networks, it is recommended to select the most powerful machine to act as the server for TaxWise.
• TaxWise must be installed to and run from the root of the drive.
• From a workstation, map a drive to the shared network location on the server where you intend to install TaxWise.​
  • Note: Each workstation must have a mapped drive to the network location.

Installing TaxWise to a Network 

1. Log in to the TaxWise Solution Center as the Admin user.
2. Select the Downloads drop-down at the top, then the TaxWise Software option.
   • Note: The page will display the link for the current year software and three prior year software.
3. Click the link for the year of TaxWise you wish to install.
4. If prompted, click Save.
5. Locate the installation file downloaded from the browser.
   • Note: The location the browser downloads to can vary based on the browser used and the user settings.
6. Double click the installation file, this will launch the TaxWise Installation Wizard.
7. On the TaxWise [Year] - InstallShield Wizard screen, select the preferred language and click OK. 
8. On the Welcome screen, click Next.
9. On the License Agreement screen, read the license agreement and select I accept the terms in the license agreement.
10. Click Next.
11. On the Destination Drive screen, enter the following:
    • In Install TaxWise [YYYY] to, use the drop-down and select the network drive.
    • In Are you installing to a network drive or server, select Yes.
    • In the workstation number field, enter a unique workstation number if not already set.
      • Note: The workstation number must be set with a 3-digit number that can not begin or end in zero.
12. Click Next.
13. Click Install.
14. Once the installation completes, select or clear the Install CCH InteliConnect Browser Search plugin checkbox.
15. 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. 
16. Next, launch TaxWise on that workstation to enter the Setup information.
    • In the Setup Assistant window, enter applicable information in the tabs on the left navigation.
      • Note: To indicate a network install for the printer, on the Printing & Network Setup tab, select Network Install under Install Options.
    • Select Save as Workstation Defaults check box in the lower left corner if you want this setup information to be used as the default for all other workstations.
17. When the installation to the server is complete and the setup information is entered, begin adding additional workstations to the network install.
    • Note: The network installation process also completes the workstation setup to the workstation it was installed from. Due to this, the workstation setup does not need to be completed for this first workstation you have been working on.

Adding Workstations to the Network Installation

• For information on adding workstations to the network installation, see our solution on how to add a workstation to a network installation of TaxWise®.