Automatic Updates

TaxCycle and DoxCycle stay up-to-date automatically.

Manually Checking for Updates

1. You can check for updates manually if you have a file open. To do this, click the message in the status bar (in the blue or green bar at the bottom of the window when you have a return open) or the green icon on the start screen next to the Support heading.
2. If no update is available, a message appears at the bottom of the program window (in the blue or green bar) to tell you that the program has the latest version:
   

Planning Client Manager Updates

We recommend updating the Client Manager server first.

The Client Manager server opens, reads and indexes your files as you work on them throughout the tax season. Because the server doesn’t update files, having a newer version of TaxCycle on the server than on each of your workstations causes no harm.

If the server version falls behind, it may not be able to open, read and index files as they change (occasionally, we need to update the file version when we add new features). To avoid this, plan to update your server computer first.

Automatic Update Options

1. To open Options from the Start screen, click Options on the left side. If you have a file open, go to the File menu, then click Options.
2. On the left side of the dialog box, click Auto-update.
3. On the right side of the dialog box, check the box to disable or enable auto-update (enabled by default).
4. Below, control the update frequency. Select Immediate to install updates as soon as they are published. The update will launch automatically as soon as you exit TaxCycle, or you can click the message on the Start screen to install it right away.
5. Choose Standard to install updates once they are verified for general release (default). The update will launch on exit one to two days after release day. Until that scheduled time passes, the update will not run when you exit.
6. If you want to update less frequently, choose Conservative. The update will launch on exit two to four days after release day. To avoid weekend disruptions, TaxCycle will never launch an update on exit from Friday through Sunday.
7. Select Custom to serve the automatic updates from an alternate network or alternate location. This allows you to control when the updates become available to your organization. Download the auto-update files and put them in the folder, then specify the path here.
8. Click Apply or OK to save your changes.