Data share demographic information in Practice CS

Enable Data Sharing in Practice CS

Open Practice CS and go to
Setup
Firm
.
Select the
Preferences
tab.
Mark the
Integrate this Firm with other solutions
checkbox.
note
If the checkbox appears checked but grayed out, you already have
Data Sharing
enabled. Move on to the next step.
Select
OK
.
Go to
Setup
System Configuration
.
Go to the
File Locations
tab.
In the
Practice CS data path
field, enter the correct shared files location. By default, this is typically
X:\WinCSI\Practice CS Data
(replace X: with your network drive letter).
Add the data paths for any other programs where you want to use Data Sharing.
note
Data Sharing supports the current, previous, and next year of UltraTax CS. Make sure you're entering the correct data location for each year, as client data can vary.

Data Sharing updates

Update Practice CS information

Centralize Demographic Updates:
Establish a firm-wide policy to update all client demographics in Practice CS first. When you access those clients in other programs, you’ll get prompts to accept or reject the shared data.
Use the Sync Data Sharing option
Select
Sync Data Sharing
on the Practice CS toolbar to process all pending updates immediately for all clients. You’ll still need to accept or reject each update as prompted.