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Live Sync

Enable/Disable Live Sync for selected binders

Live Sync automatically synchronizes information from SPbinder into the tax software in real-time.
Firms have the option to enable Live Sync for all binders (that is, firm-level option) or allow firm users the option to enable or disable Live Sync as needed on a binder-by-binder basis (that is, binder-level option).
This article applies to you if your firm settings let you enable or disable Live Sync
for selected binders
(binder-level option).
If your firm has selected to enable Live Sync for all binders, you won’t have the option to disable Live Sync for individual binders, and this article won’t apply to you.

Before you start

Before you enable or disable Live Sync, use
Export to Tax
 to calibrate the sync. Select the Export to Tax Export to Tax icon icon from FileRoom binder
OPTIONS
 menu or export from within the binder.
Select Export to Tax
note
Export to Tax is required anytime you want to switch between enabling or disabling Live Sync.

Enable/Disable from FileRoom

After successfully exporting information to the tax software, open the binder
OPTIONS
 menu:
Select
Enable Live Sync
 to enable Live Sync for this binder.
Select Enable Live Sync if available
Select
Disable Live Sync
 to disable Live Sync for this binder.
Select Disable Live Sync if available
You will see a confirmation window after Live Sync is successfully enabled or disabled. If the binder is currently open, close, and reopen the binder to finalize the changes.
Notification that Live Sync has updated based on your selection
note
In FileRoom, use the
Live Sync
 column to see which binders are enabled or disabled.

Enable/Disable from SPbinder

Alternatively, you can also enable or disable Live Sync from the Quick Access Toolbar in SPbinder.
  • Select the
    Enable Live Sync
     Enable Live Sync icon icon to enable Live Sync
  • Select the
    Disable Live Sync
     Disable Live Sync icon icon to disable Live Sync
Enable/Disable Live Sync icon
You can also use the binder menu to enable/disable Live Sync. Go to
Binder
, then
Enable Live Sync
 or
Disable Live Sync
.
Select Enable/Disable Live Sync, depending on your current settings
Export Reminder
Before you enable or disable Live Sync, you need to use the traditional bulk export (via
Export to Tax
 ) as a new save point.
Export to Tax
 ensures the binder is in sync with GoSystem Tax RS when it switches over to the new Live Sync mode (enable/disable).
note
Don't change the Live Sync mode (enable/disable) more than once in the same session. Close and reopen the binder if you want to change the enable/disabled mode.
When attempting to enable Live Sync, you may see a notification reminding you to first complete
Export to Tax
.
note
You can't enable Live Sync until the export finishes. Complete
Export to Tax
 and then try again.
Notification that you can't enable Live Sync until you finish exporting
Similarly, when attempting to disable Live Sync, you may see a notification reminding you to first complete
Export to Tax
.
note
You can't disable Live Sync until the entries are synced or exported to the tax software. Wait for all entries to sync or select
Export to Tax
 and then try again.
Notification that you can't turn Live Sync off until all entries are synced or exported
If your firm opted to keep Live Sync enabled for all binders then Live Sync can't be disabled for individual binders. The Live Sync button will be unselectable.
Live Sync icon unavailable
Enabling Live Sync
When enabling Live Sync from inside the binder, you will be asked to reload the binder. Select
Yes
 to initiate the process.
Warning that enabling Live Sync requires the binder to reload
The binder will begin reloading.
Binder reloading screen
You will then see the confirmation message.
Notification that you can't turn Live Sync off until all entries are synced or exported
Disabling Live Sync
You will see the following message if you opted to disable Live Sync for the binder.
Notification that you can start using Live Sync anytime

Restrictions

Enable/Disable Live Sync is not available if:
  1. The binder is not ready (for example, SP Processing, In Verification) - the binder status has to be blank or in a custom status.
  2. The export is not complete. Complete
    Export to Tax
    , then try again.
    Notification that Live Sync is not turned off
    Notification that Live Sync is not turned on
  3. Binder access is restricted to you - the binder you are trying to update is restricted for you to access. You could be restricted due to Office Locations, 7216 access Consent, or Assigned Members.
    Notification that you do not have the permissions for Live Sync
    Notification that you must be assigned as a member or owner to view files in the selected binder

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: SPbinder

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