Installation Process

Introduction

PTP software is provided via a downloadable installation file (or on a DVD by request*). Once the installation file has been found and initiated the instructions are identical. Please read the installation notes prior to commencing the installation to ensure you are comfortable with the routine.

Installing PTP Accounts Production - iXBRL Edition

• .NET Framework 4

• Microsoft SQL Server

• PTP Accounts Production

• Workstation Setup - Network Environment Only

Installing PTP Tax products

• PTP Platform

• PTP Tax Expense

• PC Share Register Plus

Added value tools

• The Professional Office

• Car Planner and CGT Planner

• Spreadsheet Planners

Reference software

• Forms Online

• Professional Tax Archive

System requirements

Before installing PTP Software, please ensure that the systems you are using meet or exceed the minimum platform, hardware and software System Requirements.

Licencing

Our licence agreements are ‘per location’. Multi user/network licences can therefore only be used in one place (that is, in one office). Similarly, an unrestricted, stand alone or single use licence means that the software can only be used on one machine (unrestricted means 9,999 clients).

Software installed on a Terminal Server configuration (including Citrix) is bound by the same licence. If the software is actually used in more than one location a licence for each is required. Following the purchase of software, registration documents will be issued. These documents should be retained. An administration charge may be incurred for reproduction of these documents.

Customer services communications policy

The PTP customer support team will:

• Add common queries to the FAQ list on our website as soon as practically possible
• Notify customers by email and by announcement on the website, anything that is considered to have a major effect on customers including updates to the software
• Provide general information and useful guidance periodically via email newswires

While we will notify you of major updates, we recommend that you visit our website or use the “connect to web and check for updates” facility within the programs (accessed via the spanner icon) regularly to ensure you have the latest release of the programs that you use.

Networking

If you intend to install the software on a network, you will need to be familiar with the way your network shares files. If you are not familiar with the network please contact the person responsible for its operation before proceeding with the installation.

Removing software

• You MUST (where possible) use Add/Remove programs via the Microsoft Windows Control Panel
• DO NOT simply delete program files

Backing up

• It is important to take regular backups of your data
• We strongly recommend that you take a backup of your existing data before installing new versions of the programs

Support

• All technical support is included in the cost of the software
• Our support lines are open Monday to Friday 9:00am to 5:00pm
• Support can be contacted by:

0844 815 5530, option 2 support@ptpsoftware.co.uk

Where we are unable to take inbound calls immediately we have a voicemail system and will return all calls in chronological order of receipt.