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Automatic Updates

Updated: 2025-02-28

TaxCycle and DoxCycle stay up-to-date automatically.

  1. The program checks for updates each time you open it. This happens in the background, and won't interrupt your work. (If you’re not connected to the Internet, it will wait until you are.)
  2. If the program finds an update, it downloads the setup files automatically.
  3. When the download completes, a message on the Start Screen will tell you the update is ready to install. If you have a return open, this appears in the status bar—the blue or green bar at the bottom of the window.
  4. Click on the message to install the update right away. Or wait until you close the program. TaxCycle will ask you whether you want to install the update. This usually only takes a few minutes, but you can always wait and install it later.
  5. If you choose to install the update later, the message will remain the next time you open the program.

Screen capture of the auto-update message with a gear icon next to it on the TaxCycle Start screen.

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:
    2018-check-updates

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-updates (enabled by default).
  4. Below, control the update frequency. Select Rush to check for updates every time the program starts (default).
  5. Choose Rush, plus optional auto-update to receive both the Rush updates and any optional updates we release. Optional updates often occur later in April with new, non-mandatory features. This allows interested TaxCycle users to try the new features during busy tax season if they wish. Release notes will clarify whether this setting applies to receive the auto-update.
  6. If you want to update less frequently, choose Moderate. This will try to time the updates with the hours that TaxCycle technical support is available to answer your questions. It also waits a few days after the release before making the update available to you. 
  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. 

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