I just wanted to get feedback from anyone using the client manager on a central computer. Which is just a windows 7 pro box that we are using as a file share.
The staff does not have admin rights to their computers but they do have read/write access to the folders on the central computer that has the tax returns.
I have had numerous challenges getting the client manager to work on my machine. Several times I have had to go into the services and change how taxcycle is started to run as me so it can ‘see’ the files. Now this is just running as a private server on my box.
I am hoping to be able to set up a ‘common’ client manager for everyone to use.
Any gotcha’s that I should know before I get started with this? I don’t currently have Taxcycle or any of it’s components on the central box so I know that is step 1.
I have read the documentation and it looks easy I just want to know if there are any issues before I start.