What settings do I need to configure for Microsoft Internet Explorer to work with Global fx, ProSystem fx and Axcess applications?

The following settings are needed within Microsoft Internet Explorer for Global fx and ProSystem fx applications. Close all instances of Microsoft Internet Explorer before making these changes.


TLS

To allow connection to any CCH secure sites, "TLS" must be enabled.


Trusted Sites and ActiveX

  1. Open Microsoft Internet Explorer. 
    • Press ALT on the keyboard if the menu is not displayed.
  2. Click Internet Options.
  3. Click the Security tab.
  4. Click Trusted sites.
  5. Click on the Sites button.
  6. Uncheck Require server verification (https:) for all sites in this zone
  7. Add to websites section by typing and clicking Add for each of the following sites:
    • *.cchgroup.com
    • *.cchaxcess.com
    • *.prosystemfx.com
    • *.taxnotebook.com
    • *.my1040data.com
    • *.wkfastforms.azurewebsites.net
    • az650297.vo.msecnd.net
    • az688053.vo.msecnd.net
       
  8. Check Require server verification (https:) for all sites in this zone
  9. Click Close.
  10. Click Custom level...
  11. Scroll to the third section ActiveX controls and plug-ins.
  12. Click Disable under Allow ActiveX Filtering
  13. Click OK and OK again.


Pop Ups

To allow printing and pop-up windows needed for tax:

  1. Open Microsoft Internet Explorer.
    • Press ALT on the keyboard if the menu is not displayed.
  2. Click Tools > Internet Options.
  3. Click the Privacy tab.
  4. Click Pop-up Blocker > Settings.
  5. Add to the "Allowed sites section" by typing and clicking Add for each of the following sites:
    • *.cchgroup.com
    • *.prosystemfx.com
    • *.taxnotebook.com
    • *.my1040data.com
  6. Click Close.

Compatibility View

Compatibility view is not required to be added. To disable Compatibility mode, complete the following:
  1. Open Microsoft Internet Explorer.
    • Press ALT on the keyboard if the menu is not displayed.
  2. Click Tools > Compatibility View Settings.
  3. In Websites you've added to Compatibility View, select the following sites if they are listed.
    • cchgroup.com
    • prosystemfx.com
    • taxnotebook.com
  4. Click Remove.
  5. Click Close.
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