Virtual Office CS or Software as a Service setup guide
Use this step-by-step guide to install and customize Virtual Office CS or Software as a Service (SaaS) for your firm's needs.
important
We recommend that you identify a
product champion
in your firm to be your go-to person for Virtual Office CS or SaaS.
You'll need administration rights to do these steps.
Complete the following steps in order:
Required steps
Step 1: Work with your tech to configure your environment
Work with your tech to make sure your environment meets our system requirements.
Set your antivirus and firewall preferences to stay protected without compromising performance, function, or stability.
Step 2: Sign in, add NetStaff CS accounts, and enable permissions
Sign in to netlinksolution.com as the Firm Administrator using the credentials provided in the welcome email we sent you.
note
The subject line of the email is “Action Required: Welcome to Web Services.”
Select
Admin
, go to the NetStaff CS section, then select
Users
.
Select your name from the list.
Go to the Permissions section and then select
Enable
for Virtual Office CS or SaaS.
Sign out then sign back in.
note
You'll need to do this to view applications.
To add sign-ins for other staff members, go to the Users list and select
Add
.
In the
Add NetStaff CS Users
window, select the method you want to use to create staff.
Once the staff members are added, go to the Permissions section and select
Enable
for Virtual Office CS or SaaS for each member.
If you want to give them administrative rights, select
Enable
for Administration.
Install the Azure Virtual Desktop package on all computers that need to work in Virtual Office CS or SaaS applications.
On the main dashboard page of
NetStaff CS
, follow the instructions for
Install Azure Virtual Desktop
on your screen and select
Download Azure Virtual Desktop Installer
.
note
If you don't see this link, you don’t have access to applications through
Virtual Office CS or SaaS
powered by Microsoft Azure Virtual Desktop.
Locate the installation file and run it.
note
The installer will add the following on your computer:
Azure Remote Desktop. This enables the launching of
Virtual Office CS or SaaS
applications.
TerminalWorks TSPrint. This improves print performance.
TerminalWorks TSScan enables scanning in
Virtual Office CS or SaaS
. It is needed if you use the scanning features within applications such as FileCabinet CS
, Workpapers CS, or UltraTax CS
.
Follow the installation instructions on-screen.
Select
Install
then
Finish
.
Set your default printer
For Windows computers, open your Start Menu and scroll to find
TerminalWorks
.
Select
TerminalWorks
, then open
Options
.
After the Options window opens, select your preferred printer as the
Default Printer
.
Select
Apply
to save your changes.
When you print, select
TSPrint Default
as the printer if you print with a
Virtual Office CS or SaaS
application powered by Azure Virtual Desktop.
important
If you use FileCabinet CS, you'll need to install the FileCabinet CS Print Driver.
Set your default scanner
For Windows computers, open your Start Menu and scroll to find
TerminalWorks
.
Select
TerrminalWorks
.
Open
TSScan Client Settings
.
Choose
Select Default Scanner
to set your preferred scanner.
Step 3: Migrate data
It's important to have a plan in place before migrating data to Virtual Office CS or SaaS. Here are a few tips:
FileCabinet CS data usually takes the most planning.
Your local C:\ drive will show as the V:\ drive in the Virtual Office and SaaS environments.
For the complete migrating instructions, refer to Migrating data to Virtual Office CS or SaaS.
Step 4: Use your products
Virtual Office CS or SaaS provides remote access to the applications your firm is licensed for. In the Virtual Office CS or SaaS environment, the applications behave similarly to when they're installed locally, with a few exceptions.
Recommended steps
Set up your email account in Virtual Office or SaaS
Microsoft Exchange
Microsoft Exchange is an email service option available in Virtual Office CS or SaaS. You can access email using Microsoft Outlook in your environment. You'll need a domain name to enable Microsoft Exchange. Once the account is active, you can sync email messages with phones and tablets using ActiveSync.
tip
If you use Microsoft Exchange through Virtual Office CS or SaaS, your incoming email messages are filtered through our spam firewall. When an email message is classified as spam, a
Spam Quarantine
account is created automatically for your email address.
POP3 or IMAP
If you're not using Microsoft Exchange on Virtual Office CS or SaaS, a POP3 or IMAP email account is required in Outlook on Virtual Office CS or SaaS to send emails from hosted applications. Outlook on Virtual Office CS or SaaS needs to be open to send the email message immediately or it will be saved in the outbox and sent when Outlook is opened next.
Create a Sender Policy Framework (SPF) Record for your Domain
Firms who use e-file acknowledgement emails, Web Organizers, NetClient CS, or Microsoft Exchange are encouraged to add an SPF record to their domain name. An SPF record will increase successful email delivery rates and help prevent email notifications from being filed as spam.