Articles

Over time, your list of Estates and Trusts can become quite substantial.  If you're using the accounting module, your transactions database can become huge, which can slow things down.  To help keep your lists tidy and relevant, and to optimize performance, some users want to be able to archive inactive Estates & Trusts.  This article offers basic step-by-step guidance to archive and restore Estates & Trusts in 6-in-1.

Every year we release updates to 6-in-1 to support the latest tax forms, changes in tax law, and to enhance the product.  This article includes step-by-step instructions to install these updates for Server Edition users running the FileMaker 20 (2023) version of our product on Windows Server 2019, or 2022.  Screen shots for these instructions are based on Windows Server 2019, but can easily be adapted for users running Server 2022.

Every year we release updates to 6-in-1 to support the latest tax forms, changes in tax law, and to enhance the product.  This article includes step-by-step instructions to install these updates for Standalone users running the FileMaker 20 (2023) version of our product on Windows 10 or 11.  Screen shots for these instructions are based on Windows 10, but can easily be adapted for users running Windows 11.

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.  This guide steps through that process.  For Standalone Edition, the usual 6-in-1 updater can handle updating FMP as well as the 6-in-1 database files.  There are occasions, however, when only updating FMP is required.  This guide steps through that process.

The following are the latest instructions for the PA REV-1500.
 

The latest version of FileMaker Server has some important performance enhancements.  We recommend updating to the latest version when it's convenient.  This article includes step-by-step instructions to upgrade your FileMaker Server version 19.0 or greater to the latest version of FileMaker Server.  This article is based on Windows Server 2019 Datacenter edition, but is applicable for similar Windows Server editions.

Every year we release updates to 6-in-1 to support the latest tax forms, changes in tax law, and to enhance the product.  This article includes step-by-step instructions to install these updates for Server Edition users running the FileMaker 19 version of our product on Windows Server 2016, 2019, or 2022.  Screen shots for these instructions are based on Windows Server 2019, but can easily be adapted for users running Server 2016 or 2022.

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.

Every year we release updates to 6-in-1 to support the latest tax forms, changes in tax law, and to enhance the product.  This article includes step-by-step instructions to install these updates for Standalone users running the FileMaker 19 version of our product on Windows 10 or 11.  Screen shots for these instructions are based on Windows 10, but can easily be adapted for users running Windows 11.

For various reasons, the FileMaker Pro component of your 6-in-1 installation may have missing or outdated plug-ins.  If so, 6-in-1 may give you a message, or other errors could occur.  This article shows you how to fix it.