Both TaxCycle and DoxCycle stay up-to-date automatically:
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, there is no harm in having a newer version of TaxCycle on the server than on each of your workstations.
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 new features are added). To avoid this, plan to update your server computer first.