Get started with Virtual Office CS or SaaS
Set up Virtual Office CS/SaaS by installing Azure Virtual Desktop, migrating data, ensuring Microsoft 365 subscriptions, and configuring necessary utilities like Outlook and bar code scanners.
Get set up to work with CS Professional Suite and Microsoft Office application data in the Virtual Office CS or Software as a Service (SaaS) environment.
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You can open applications in Virtual Office CS or SaaS from the navigation pane. If there's no link for the application, then you don't have access to it here.
- Download and install Azure Virtual Desktop (AVD).
- Migrate data from your locally installed applications.noteYou can migrate data from the following:
- Accounting CS, FileCabinet CS, Fixed Assets, Planner CS, Practice CS, Toolbox CS, UltraTax CS, Workpapers CS.
- PPC SMART Practice Aids, PPC SMART Firm Library, and PPC SMART Single Audit.
- Microsoft Outlook 2021, 2016.
- Microsoft Excel, OneNote, PowerPoint, Publisher, and Word (version 2021, 2016).
- If you use Microsoft Outlook, sign in with your firm-issued Microsoft 365 account.noteBefore you configure Outlook or use Microsoft Office applications in Virtual Office CS or SaaS, make sure that your firm has 1 of the following supported Microsoft 365 subscriptions:
- Microsoft 365 Business Premium
- Microsoft 365 E3
- Microsoft 365 E5
- Microsoft 365 Apps for enterprise
- If you use UltraTax CS and scan bar codes on W-2s and Schedules K-1 (for 1120S, 1065, and 1041 entities), install the UltraTax CS Bar Code Scan tool.
- If you use Fixed Assets Inventory in Fixed Assets CS and scan bar codes for physical inventories, configure the bar code scanner.
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