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.

pdfFactory Pro is an indespensable tool that most of our customers install along with InheriTax and/or 6-in-1.  These simple instructions will get you up and running quickly.  This version of the instructions is for installing the server edition of pdfFactory Pro (v4.05) on your Windows Server for RDS, Citrix, and related environments.  If you are using 6-in-1 in a Desktop environment, please refer to the desktop version of this article.

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! 

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! 

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. 

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.

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.

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.

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.

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.