How do I install FX Direct?

FX Direct Archival disks are entire installations of prior years of CCH ProSystem fx Tax on a disk.  Instead of holding all of the files on your hard drive, the program runs from the DVD disk and accessed on an as needed basis.

We recommend that before any ProSystem fx Tax installation is performed, you disable your anti-virus software to avoid potential installation issues.

Process Overview

The process to install FX Direct using CCH Software Delivery Manager consists of three main steps.

  1. Downloading FX Direct from CCH Software Delivery Manager.
  2. Extracting and Burning the FX Direct to a DVD.
  3. Running the installation process.

Below are more detailed instructions for each of the above steps.

Note: The FX Direct download through CCH Software Delivery Manager for 2013 and newer will be .exe files and not .iso files.  Please follow the instructions relating to .exe file for 2013 and newer when burning to a DVD.


Downloading FX Direct from CCH Software Delivery Manager

As mentioned above, the first step will be to download the .ISO or .EXE file that will be used later to install the product.

  1. Open Software Delivery Manager.
    • When prompted for a User ID and Password, enter your CCH ProSystem fx Office SSO.  By default the User ID is your 6-digit CCH ProSystem fx account number.
    • It is likely the same User ID and Password that you use for the Electronic Filing Status system will work here as well.
  2. Choose the appropriate product you want to install from the list of products.
    • For example, if you want to install 2013 FX Direct you would select FXDirect- 2013.06000 from the list.
    • Click Start Download in the lower right-hand corner of the window.
    • You may be asked where to save the file that you are downloading.
      • Prior to beginning your download, you can click Settings to select a default location to save downloaded files to or to be prompted to choose a location each time you download files.

During this step you are not installing anything yet.  You are just downloading the file to be used.


Extracting and Burn Fx Direct to a DVD

If the download file is an .ISO file then follow the instructions below to burn to a DVD.

  1. In Software Delivery Manager, click View downloaded file in Windows next to the product that you are installing.
    Window Explorer will open showing the downloaded file.
    • The filename listed will vary depending on the product and version.
      • Example: fxdirect-2012.06020.iso
  2. Burn this download .ISO file to a DVD. 

If the download file is a .EXE file then follow the instructions below to burn to a DVD.

  1. In Software Delivery Manager, click View downloaded file in Windows next to the product that you are installing.
    • Window Explorer will open showing the downloaded file.
    • The filename on the downloaded file listed will vary depending on the product and version.
      • Example: fxdirect-2013.06000.exe
  2. Right-Click in the folder and go to New > Folder to create a new folder that you will use to extract the downloaded file to.
  3. Now Double-Click on the downloaded file to start the extraction process.
  4. Click Browse and highlight the folder name that you created in step 2 and click OK.
  5. Click Unzip to start the extraction process.
  6. After the files were extracted, insert a blank DVD in your DVD drive.
  7. Open the folder containing the extracted files.
  8. Burn the extracted files to the DVD. Follow the instructions for your disk burning software.

Note: If the downloaded file is in the same folder as the extracted files, excluded the downloaded file from the files being burned to the DVD.


Installing FX Direct

  1. Place the FX Direct disk in to the appropriate DVD drive.
  2. Using your keyboard select the WINDOWS + R keys to get to the run line.
  3.  Type ?:\wdirect (Where ?= your DVD drive letter) and select ENTER.
  4. Select from the following options.
    • Integrated
      • Allows the hand full of program files needed to be installed in the same location as the rest of your applications and uses your installed permission key.
      • Client data exists in the same centralized location as your current install.
        1. After selecting integrated you will be prompted to select a location for all the files needed for the specific tax year. The default location is the current install directory on your hard drive, otherwise you can choose to run the specific product from the disk.
        2. Click OK to continue.
        3. The next screen will ask for a program group. "ProSystem fx Tax" is fine so click OK.
        4. Click OK to confirm installation.
    • Stand Alone
      • Allows you to install the hand full of program files to a separate location from your current installation and uses the permission key from the disk rather than the permission key on your system.
      • A stand alone install with have it's own file structure and the client data will be in this location separated from your current install.
      • In order to Pro Forma returns from one year to the next using stand alone installs you will need to manually copy the Pro Forma files from one install to the other.
        1. After selecting Stand Alone as your install type, you will be prompted to select an install drive.
        2. You may place this at any listed hard drive.
        3. After making your selection, press OK.
        4. The next screen will ask for a program group. "ProSystem fx Tax" is fine so click OK.
        5. Click OK to confirm installation.


Notes

  • When using FX Direct, the program is mostly ran from the DVD not your hard drive.
  • The FX Direct DVD must be in the drive when running FX Direct.
  • The FX Direct DVD drive that it is in must match the same drive letter that it was installed from.
    • If you installed it from your local "D" drive, when running the application on your PC you must place it in the same "D" drive.
  • FX Direct is available for tax years 1992-1996 in the 16-Bit format on CD.
  • FX Direct is available for tax years 1997-2004 in the 32-Bit format on CD.
  • FX Direct is available for tax years 2005-current in the 32-Bit format on DVD only.
  • FX Direct follows the same compatibility chart as does CCH ProSystem fx Tax  
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