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6-in-1 FAQs

Do I have to buy all 7 modules even if I don’t need them?

No, you don’t!  We allow you to choose the modules you need, and the software is priced accordingly.

What if I switch computers? Can 6-in-1 be moved from my old to new computer?

Yes, it can.  We do this all the time.  You will just need to contact our support team who can assist with the process.

I bought 6-in-1 and find it’s not what I needed after all. Can I return it?

Yes, we offer a 60-day money-back guarantee.

Am I able to add or drop a module from the program?

Yes, you can add modules at any time during your term.  We’ll even pro-rate the Maintenance Fee to meet up with your current term.  Modules can be dropped at your renewal date.

Am I able to add or drop users from the program?

Yes, you can add users at any time during your term.  We’ll even pro-rate the Maintenance Fee to meet up with your current term.  Users can be dropped at your renewal date.

What if I’m using InheriTax but need access to some returns or documents only available in 6-in-1?

You can upgrade from InheriTax to 6-in-1 at any time.  You will receive credits for what you already paid for InheriTax and our support team will transfer your data from InheriTax to 6-in-1.

We are adding a 2nd user and want both users to access the same database. How do we do that?

With one user, you are likely on our 6-in-1 Standalone version but with 2+ users, many customers want multi-user access.  We can switch you from 6-in-1 Standalone to 6-in-1 Server.  Additional fees will apply and we will provide server specs to make sure the program will run well on your server.

Will 6-in-1 work on my Mac?

Yes, the 6-in-1 program works on Macs and Windows machines.

InheriTax FAQs

I’m using InheriTax but need to do an Accounting. Does this program provide that functionality?

InheriTax cannot create an Accounting but we can upgrade you to our 6-in-1 program.  You will receive credits based on what you already paid for InheriTax and our support team will transfer your data from InheriTax to 6-in-1.  You can also license other 6-in-1 modules including the PA-41, US 1041, US 706 and/or US 709.

We have 2+ users that want access to InheriTax. Can we do that?

InheriTax is not a multi-user program so there are limitations.  We can install InheriTax on a server, DropBox, OneDrive, etc. and 2 users can connect to that install.  However, only one user can be in it at a time.  If you want more than 2 users accessing InheriTax, we will ask you to purchase 6-in-1 instead.  6-in-1 can easily handle multi-user access.  Additional fees will apply.

I use a Mac. Will I be able to use InheriTax on that computer?

InheriTax will not work directly on a Mac but there are options.  You can install Parallels and put InheriTax on that side of your computer.  Or we can put you on 6-in-1 and you will only use the PA-1500, Inventory and Probate Forms (the same as InheriTax).  Additional fees will apply.