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Explore How-To's and learn best practices from our knowledge base.
Getting Started
Getting Setup
17
Securing your laptop using a cable lock
Setting Up the Dock
Logging Into Your Laptop When Using A Dock
Connecting your Computer to the Universal Dock
Enable Number Lock at Logon
See all 17 articles
Phone and Voicemail
7
Set Your Greeting and PIN
Record or Change your Personal Greeting
How to make a conference call from deskphone
Transfer a call
Transfer a caller directly to someone's voicemail
See all 7 articles
Accessories
1
Available Laptop Carrying Bags
Basic Tasks
7
How to Repair an Application Using the Company Portal
How to Install an Application Through the Company Portal
How to Choose the Audio Device in Windows
Checking Internet connection from Windows login screen
Adding a Signature in Outlook manually
See all 7 articles
Software
4
Intro to Outlook
Intro to Teams
Mapping Network Drive for Z: Drive & How to find paths for other Drives
Accessing E-Forms RS
21st Floor
9
Guest Wi-Fi Connection Guide
Monitor Configuration
Getting Building Badge Access on Your Phone
21st Floor Workspace Areas
Reserving a Zoom Workspace
See all 9 articles
Security
Internet Security
10
How to tell if a site is secure
Virus scan a link before opening it
LastPass: About & Getting Started
KnowBe4
Blocked & Restricted Web Sites & Services
See all 10 articles
Computer and Mobile Security
4
Changing your network password
Automatic Logon - One Less Password
Installing Software: Avecto DefendPoint
Connecting to Guest Wi-Fi - Visitors and Staff
Email and Messaging Security
8
I received a Phishing, Virus, or SPAM email now what?
ShareFile Employee Login
Report Phishing with Ironscales
Reporting SPAM with Outlook
How to access archived emails via Mimecast
See all 8 articles
MFA
4
Installing Microsoft Authenticator on your Mobile Device
Microsoft 365 MFA - How to setup MFA
MFA - Number Matching
Updating MFA
Windows Hello
1
Windows Hello - Yubikey Setup
Software
Acrobat
9
Acrobat DC: Add Comments
Acrobat DC: How to add tools to quick toolbar
Acrobat DC: Keep an annotation (comment) tool selected
Adobe Acrobat DC Upgrade
Acrobat DC: Unexpected error
See all 9 articles
ASAP Utilities
1
ASAP Utilities: Adding ASAP Utilities to Excel
Bitwarden
10
Bitwarden - Importing passwords from LastPass
Bitwarden - Getting Started
Bitwarden - Using the Extension
Bitwarden - Signing In Using Single Sign On (SSO)
Redeeming Personal Family Accounts for Bitwarden
See all 10 articles
BNA
7
BNA Fixed Assets: Update option grayed out or not available
BNA Fixed Assets DesktopPro will not open after update
BNA Fixed Assets won't open or launch after update
BNA Fixed Assets DesktopPro: Opening and Activating
BNA IncomeTax Planner Web: Display issue - missing lines and numbers
See all 7 articles
CalcTape
1
Activating CalcTape Pro
CaseWare
24
IDEA: Getting Access
CaseWare Working Papers: Revoking your license
CaseWare Working Papers: Delete Local Sync Copy
CaseWare Linked Excel Document Links Not Working
Checking CaseWare software versions
See all 24 articles
CCH
1
CCH: Installing CCH Fixed Assets
Confirmation.com
1
Confirmation.com - Registering your account
CORPSales
1
CORPSales: Adding A Client to Picker List
eFax Corporate
5
FaxSIPit: Sending a Fax
FaxSIPit: Signing in to eFax Corporate
FaxSIPit: Getting Started with eFax Corporate
FaxSIPit: Installing FaxSIPit Zoom App
FaxSIPit: Setting up Send Receipts
Exclaimer Cloud
0
FaxFinder Fax System
0
Fixed Assets CS
1
FixedAssets CS: Installing CS Data Conversion Tool
GoFileRoom (GFR)
8
General GoFileRoom(GFR) & GoTax Information
Unlock GoFileRoom(GFR)
"Unable to Access Registry" Error
Add GFR to Adobe Acrobat Toolbar
How to install a GoFileRoom update
See all 8 articles
GoSystem Tax RS
7
How to check the version of a locator in GoSystem Tax RS
How to check the version(s) of GoSystem Tax RS on a workstation and the server
GoTax Importer Tool Process
GoSystem Tax RS: Logging In Using SSO
GoSystem Tax RS: Transferring Returns to Source Accounts
See all 7 articles
IDEA
1
Connecting to an IDEA computer
Jabber
18
How do I clear my voicemail deleted items?
Retrieve a deleted voicemail
Jabber: Setting up the first time
Cisco Jabber Guide and Quicklinks
Using Cisco Jabber's Phone Call Features
See all 18 articles
Microsoft Office
7
Excel: Re-enable Add-ins
Word: Re-enable Add-ins
Installing Office Using Office 365
Recovering Excel Documents
Managing Calendar Permissions
See all 7 articles
Mimecast
2
Mimecast Search from Outlook
Resolving Mimecast Outlook Logon Problems
OneDrive
7
Sharing Files from OneDrive
OneDrive Status Icons
OneDrive Quick Sheet
OneDrive: Getting Setup
OneDrive: Backing up Desktop files using OneDrive
See all 7 articles
OneNote
0
Outlook
26
How to use the Out of Office Assistant in Outlook
Outlook continues to ask you to login after your password changes
Managing Group Members In Outlook
Attach an email when submitting a help desk ticket
Sending AS or ON BEHALF of another user/ group/ address in Outlook
See all 26 articles
PPC Smart Practice Aids
1
Changing PPC SMART Practice Aids database
Practice CS
1
Practice CS - Update after mainenance
Practice Engine
2
Practice Engine
Installing Practice Engine as an App
ProStaff
1
ProStaff SSO Login
Quickbooks
1
QuickBooks Print & Print Repair Tool
RightNetworks
1
Installing and Signing In onto RightNetworks
SafeSend
0
SuraLink
1
Logging into SuraLink
Sureprep
2
SurePrep Print Driver Unable to Update
How to Install a SurePrep SPBinder Update
Windows 10
9
How do I pin (or unpin) an app to the Start menu
Prostaff is not displaying in Internet Explorer
Shortcut Keys for Windows 10
Windows 10 Touchpad Gestures
Windows 10: Adjust font size
See all 9 articles
Web Browsers
9
Google Chrome: Backup and Restore Bookmarks to OneDrive
Internet Explorer: Backing up and Restoring Favorites to OneDrive
Internet Explorer: How to Clear Cache
Google Chrome- How to clear cache
How to enter IE Mode in MS Edge
See all 9 articles
Web Conferencing
34
Zoom Account Types
Zoom Overview & Start Guide
Zoom: Signing in to your account
Creating Your Account in Zoom
Signing into a Zoom Department/Shared Account
See all 34 articles
Yearli
1
How to change Database target for Yearli
Zoom Phone
13
Zoom Phone Start Guide
Zoom Phone Settings
Zoom Phone Contacts
In-Call Controls
Zoom Voicemail
See all 13 articles
Zoom Workspace
6
Reserving a Workspace
Zoom Workspace: View, Edit, or Delete Upcoming Reservations
Zoom Workspace: Inviting Zoom Rooms to your Meetings
Zoom: Using the Zoom Calendar Client
Zoom AI Companion | Meeting Summary
See all 6 articles
Printer Logic
0
Working Mobile
Remote/Mobile Support
9
Remote Practice
Drives missing or not working
How To Connect To A Wireless Network
Remote/ Mobile Work - Frequently Asked Questions
Connecting to the SHTSapp2 Server securely
See all 9 articles
Mobile Phone/ Tablet
15
Setting up Mobile Email
Scanning Documents using Office Lens
Using Your Mobile Phone or Tablet with the Firm's Resources
How to Access Firm Resources On an Enrolled Android Device
How to Access Firm Resources On an Enrolled iOS or iPadOS Device
See all 15 articles
Hoteling
6
Cloudbooking: Booking a Desk
Locating a Person
Signing In and Logging Out of Phones
Cancelling a Reservation
Changing Your Phone PIN
See all 6 articles
GlobalProtect VPN
4
VPN - Global Protect - Start Guide
Fixing the Global Protect Login Prompt
How to resolve the login error for GlobalProtect
How to Disconnect FortiClient VPN
Getting Setup
4
Getting Setup for Work from Remote
Getting Connected - Which Internet, Router, WiFi and setup should I get? Why is my Internet so slow?
How to connect an external monitor using a portable dock
Setting up and configuring Windows for external monitors
FortiSASE
1
How to check connection to FortiClient VPN
Hardware - Computer/Monitor/Etc
Printers & Scanners
6
Windows 10: Managing Default Printer
Using PaperStream Capture to scan to PDF on the Scanner Kiosk
ShareScan- How to send a Scan
How to access User Scan Drive
How to add or remove 2 hole punch
See all 6 articles
Workstation
5
How to clean and disinfect your workstation
Fixing blurry text and resolving issues with scaling
Disconnecting Monitor
How to manually connect to network using Ethernet Cable
Connecting a Hub Monitor (Dock Hybrid) to another Monitor
Podcast Station
1
Managing your Sound inputs and outputs
IT
Migration
4
Pre-swap Computer Preparations
Post Swap: First Logon Setup
Getting Started: Assurance
Getting Started: Accounting & Advisory
Communications & Scheduled Work
Maintenance
6
Scheduled Maintenance Details
Smith+Howard Technology Planned Maintenance Schedule | 2025
Service Status of Firm Systems
Zoom Phone Migration
Status Gator | How to Report Outages | Subscribe to Updates
See all 6 articles
Help Desk & Notifications
3
Reporting Issues Using the Snipping Tool
Firm Wide Communications (Best Practices)
Firm Bookmarks
Onboarding
Employee Onboarding
1
Employee Onboarding Requests
Finance
Finance policies
0
Tax
Assembly
0
E-File
0
DueDate
0
Engagement Letters
0
TaxCaddy
0
Facilities
Facilities policies
1
Employee Office Travel Policy (Sample)
India Office
Getting Started
5
Contractor Conversions | What to Expect
Fix for Teams not Loading
Adobe Preference Setup
AVD - Profile Issue
ANSR - Remote Desktop Transition
Concur
Guides
1
Concur “How to” Guides (Attached)
