This article applies to:

Product: UltraTax CS

Antivirus guidelines for CS Professional Suite applications

Review antivirus exclusions, file exceptions, and scanning recommendations for CS Professional Suite and Virtual Office CS or Software as a Service (SaaS) environments.

We recommend you keep your antivirus application up to date because CS Professional Suite applications contain sensitive information. Consult with a qualified IT professional to select, implement, and set up antivirus application for your firm.

important

We don't recommend temporarily disabling your antivirus application as an alternative to setting the following exceptions. Many antivirus applications keep running after you turn it off.

Exclude specific folders from scanning

Some antivirus applications let you create exclusions or exceptions from scanning for specific folder locations. We recommend that you exclude the following folders from real-time scanning on all workstations that run the applications listed. Continue to include these folders in scheduled, off-hours scanning.

important

Your IT professional should complete this set up.

All applications

X:\WinCSI (where X is the drive hosting the WinCSI folder)

C:\Program Files (x86)\Thomson Reuters

Accounting CS, Practice CS, and Workpapers CS

C:\Program Files\Creative Solutions\[application name]

note

64-bit operating systems: follow the Program Files (x86) folder.

C:\ProgramData\Creative Solutions\[application name]

C:\Users\[username]\AppData\Local\Creative Solutions\[application name]

Engagement Manager

C:\Users\[username]\AppData\Roaming\Engagement Manager

C\Program Files\Thomson Reuters\Engagement Manager

FileCabinet CS

You can create multiple data and archive locations that could be outside of the default X:\WinCSI folder. We recommend that you exclude these folders from scanning.

GoFileRoom

C:\Program Files (x86)\GoFileRoom

C:\Program Files (x86)\Common files\GoFileRoom

C:\Users\[username]\AppData\Roaming\GoFileRoom

C:\Users\[username]\AppData\Roaming\GFRLinkApplication

Planner CS

C:\Users\[username]\AppData\Local\Temp

SurePrep

C:\Program Files (x86)\SurePrepLLC

C:\SurePrepLocalFiles

SQL instance (Accounting CS, Practice CS, Workpapers CS, and optionally FileCabinet CS)

C:\Program Files\Microsoft SQL Server\MSSQL[version].[instance]

UltraTax CS

C:\Users\[username]\AppData\Local\Thomson Reuters

X:\WinCSI.net (created when the Improve performance using local drive
checkbox is marked in User Preferences
.)

Virtual Office CS or Software as a Service (SaaS) environment

C:\Program Files (x86)\TerminalWorks\TSPrint

C:\Program Files (x86)\TerminalWorks\TSScan

Exclude specific executable files from scanning

Some antivirus applications don't let you exclude entire folders, but you can exclude specific files. Continue to include these files in scheduled, off-hours scanning.

important

Your IT professional should complete this set up.

All applications

X:\Program Files (x86)\Thomson Reuters\Desktop Authenticator\ThomsonReuters.Authenticator.Desktop.BrowserHandler.exe (executable file for single sign-on)

Accounting CS

X:\WinCSI\Accounting CS\Accounting CS.exe (executable file for Accounting CS)

X:\WinCSI\Accounting CS\csiupd.exe (executable file for CS Connect)

C:\WinCSI\Tools\connectbgdl.exe (executable file for CS Connect background services)

FileCabinet CS

X:\WinCSI\Cabinet\fcabapp.exe (executable file for FileCabinet CS)

X:\WinCSI\Cabinet\fcab.exe (executable file for FileCabinet CS)

X:\WinCSI\Cabinet\csiupd.exe (executable file for CS Connect)

X:\WinCSI\Cabinet\Desktop\setup.exe (executable file for FileCabinet CS desktop set up)

X:\WinCSI\Tools\connectbgdl.exe (executable file for CS Connect background services)

X:\WinCSI\Tools\UTLicYY\setup.exe (executable file for license installation, where YY represents the last 2 digits of the year version of UltraTax CS)

Fixed Assets CS

X:\WinCSI\DSW\dsw.exe (executable file for Fixed Assets CS)

X:\WinCSI\DSW\dswapp.exe (executable file for Fixed Assets CS)

X:\WinCSI\DSW\Desktop\setup.exe (executable file for Fixed Assets CS desktop set up)

X:\WinCSI\DSW\csiupd.exe (executable file for CS Connect)

X:\WinCSI\Tools\connectbgdl.exe (executable file for CS Connect background services)

X:\WinCSI\Tools\UTLicYY\setup.exe (executable file for license installation, where YY represents the last 2 digits of the year version of UltraTax CS)

Planner CS

X:\WinCSI\UTP\UTP.exe (executable file for Planner CS)

X:\WinCSI\UTP\UTPKEYS.exe (executable file for Planner CS)

X:\WinCSI\UTP\Desktop\setup.exe (executable file for Planner CS desktop set up)

X:\WinCSI\UTP\CSIUPD.exe (executable file for CS Connect)

X:\WinCSI\UTP\UTPCON.exe (executable file for CS Connect)

Practice CS

X:\WinCSI\Practice CS\CreativeSolutions.Practice.exe (executable file for Practice CS)

X:\WinCSI\Practice CS\csiupd.exe (executable file for CS Connect)

X:\WinCSI\Tools\connectbgdl.exe (executable file for CS connect background services)

SurePrep

C:\Program Files (x86)\SurePrepLLC\PBFX\SurePrep.PortableBinderFormat(PBF).exe

C:\SurePrepLocalFiles\SPbinder\SPbinder.exe

C:\SurePrepLocalFiles\SPReviewWizard\SPReviewWizard.exe

C:\SurePrepLocalFiles\SPbinder\SubmissionWizard.exe

SQL files (Accounting CS, Practice CS, Workpapers CS, and optionally FileCabinet CS)

C:\Program Files\Microsoft SQL Server\90\Shared\sqlbrowser.exe (executable file for SQL Browser)

C:\Program Files\Microsoft SQL Server\MSSQL[version].[instance]\MSSQL\Binn\sqlservr.exe (primary executable file for Microsoft SQL Server suite)

UltraTax CS

X:\WinCSI\UTYY\utwYY.exe (executable file for UltraTax CS, where YY represents the last 2 digits of the year version of UltraTax CS)

X:\WinCSI\UTYY\csiupd.exe (executable file for CS Connect)

X:\WinCSI\UTYY\utwYYk1.exe (executable file for UltraTax CS Bar Code Scan)

X:\WinCSI\UTYY\utwYYsde.exe (executable file for UltraTax CS Source Data Entry)

X:\WinCSI\UTYY\Desktop\setup.exe (executable file for UltraTax CS desktop set up)

X:\WinCSI\Tools\connectbgdl.exe (executable file for CS Connect background services)

X:\WinCSI\Tools\UTLicYY\setup.exe (executable file for UltraTax CS license installation)

Virtual Office CS or SaaS environment

C:\Program Files (x86)\Virtual Office CS\TSPrint_client.exe

C:\Program Files (x86)\Virtual Office CS\TSScan_client.exe

C:\Program Files (x86)\Virtual Office CS\unins000.dat

C:\Program Files (x86)\Virtual Office CS\unins000.exe

C:\Program Files\FSLogix\Apps\frxccd.exe

C:\Program Files\FSLogix\Apps\frxccds.exe

C:\Program Files\FSLogix\Apps\frxsvc.exe

Workpapers CS

X:\WinCSI\Workpapers CS\WorkpapersCS.exe (executable file for Workpapers CS)

X:\WinCSI\Workpapers CS\csiupd.exe (executable file for CS Connect)

X:\WinCSI\Tools\connectbgdl.exe (executable file for CS Connect background services)

Exclude specific files from scanning

Some antivirus applications let you exclude specific file extensions from real-time scanning. Continue to include these file types in scheduled, off-hours scanning.

important

Your IT professional should complete this set up.

Virtual Office CS or SaaS environment

C:\Program Files\FSLogix\Apps\frxdrv.sys

C:\Program Files\FSLogix\Apps\frxdrvt.sys

C:\Program Files\FSLogix\Apps\frxccd.sys

Exclude specific file types from scanning

Some antivirus applications let you exclude specific file extensions from real-time scanning. Continue to include these file types in scheduled, off-hours scanning.

important

Your IT professional should complete this set up.

Accounting CS, Practice CS, SQL Server, and Workpapers CS

mdf, ldf, bdf, and bak

FileCabinet CS

ccd and cci

Planner CS

udx

UltraTax CS

ut* (where * is a wildcard) and zpd

Virtual Office CS or SaaS environment

vhd

vhdx

rdp

Configuration tips

Thomson Reuters doesn't endorse a specific vendor or application for antivirus protection. Contact your software vendor for more help with configuration.

Make sure that your environment and operating system meet the requirements for your antivirus application.

Schedule automatic scans during off-business hours.

Don't let workstations do real-time scans on server drives. Let the server scan its own drives to reduce network delays and minimize interference with traffic.

You might need to exclude any antispyware and antimalware applications from scanning.

Go to Microsoft's antivirus exclusion list for more help.

Common antivirus software vendors include:

avast!

Avira

AVG

Bitdefender

ESET

Kaspersky

Malwarebytes

McAfee

Panda

Symantec

Trend Micro

VIPRE

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This article applies to:

Antivirus guidelines for CS Professional Suite applications

Exclude specific folders from scanning

Exclude specific executable files from scanning

Exclude specific files from scanning

Exclude specific file types from scanning

Configuration tips

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