Abacus installation instructions

Abacus Contact info
:
Email address: apc@abacusnext.com
Phone# (888)329-5833

Install steps for SurePrep user (firm)

  1. Client emails, calls go to Abacus support portal to create a ticket.
  2. Go to abacusnext.com/apc-scheduling-assistant to schedule the install time.
  3. Your IT Team member should be available if the Abacus tech has any questions for them.

Install steps for Abacus

These steps need to be followed by Abacus and witness by SurePrep Executive
  1. Log in to the server.
  2. Put the server in install mode (
    Start
    >
    Run
    >
    cmd.exe
    then
    change user /install
    ).
  3. Select
    Save as
    when prompted to download.
  4. Save the .exe file to your desired location.
  5. Run the file as an Admin once the .exe file has been fully downloaded.
  6. Select desired drive paths for program and download folders. For Abacus, the paths during installation will most likely be changed to:
    Note
    : Abacus should provide the "
    Staff
    " group modify rights to the C:\Program Files (x86)\SurePrepLLC folder, and the staff group has modify rights to the whole X drive.
  7. SurePrep recommends the “
    Everyone
    ” group should have full permissions to these two paths. However, “Users, Staff, or authenticated users” group are also acceptable with modified permissions.
  8. Login to the SurePrep file room at https://production.sureprep.com/Home/Login
  9. Create a new binder or open an existing binder.
  10. Several updates may begin.
  11. When the submission wizard or the binder opens, the install has been done successfully.
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