Frequently Asked Questions (FAQs)

WALK-THRU: Entering a New License Key in PA InheriTax

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WALK-THRU: Entering a New License Key in PA InheriTax

Here's a step-by-step walk-through for entering or updating your license key in InheriTax.

Finally, you can get your most current license key anytime without having to call or email, right from within InheriTax!  In addition to the steps outlined here, we've made a 3 minute video (below) that shows you the process from start to finish. 

HOW TO: Installing pdfFactory Pro for Windows 10

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HOW TO: Installing pdfFactory Pro for Windows 10

Step-by-step instructions for installing the desktop version of pdfFactory Pro, v3.52.

pdfFactory Pro is an indespensable tool that most of our customers install along with InheriTax and/or 6-in-1.  These simple instructions can be downloaded or viewed right here, and will get you up and running quickly.  These are instructions for installing pdfFactory Pro v3.52 on your desktop computer.  If you are using Citrix or a Remote Desktop type environment, please refer to the server version of this article.

WALK-THRU: Installing InheriTax Updates

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WALK-THRU: Installing InheriTax Updates

Here's a step-by-step walk-through for updating an existing installation of InheriTax to the latest version.

Updating your PA InheriTax software is quick and easy.  We hope you find these step-by-step directions and 3 minute walk-thru video helpful! 

Technical Overview

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Technical Overview

A technical overview of the 6-in-1 Estate and Trust Administration System

As our flagship product, 6-in-1 Estate and Trust Management Software (6-in-1) can be configured as a Standalone or Multi-User application.  Now built on the FileMaker 19 platform, we have some exciting updates in store.  This article gives an overview of 6-in-1's technical architecture and is a good place to start for IT professionals or anyone installing and maintaining the software.

 

HOW TO: Update FileMaker Pro for 6-in-1 to the latest version (including Lackner Connect) on Windows

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HOW TO: Update FileMaker Pro for 6-in-1 to the latest version (including Lackner Connect) on Windows

Installing incremental updates for FileMaker Pro 19, 20 or later along with Lackner Connect and the latest components required by 6-in-1 on Windows.

FileMaker Pro (FMP) is the engine that runs 6-in-1 on your desktop wether you are using Standalone or Server Edition.  For various reasons, you may need to apply incremental updates.  For example, when Server Edition is updated with the latest 6-in-1 database components (the usual annual update, at minimum), the client side of the equasion (FMP for 6-in-1) often also should be updated.  New in late 2024, Lackner Connect (a new utility that manages your 6-in-1 software and facilitates automatic updates) is recommended, and is included with the latest update which this guide steps through.

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