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Automatic Updates


📚 What This Guide Covers

This guide explains how to configure Automatic Updates and other scheduled events in SureFire. Setting up these events ensures your software, modules, and acknowledgements are always current without manual intervention.

📊 Step-by-Step Guide

Step 1: Access Schedule Settings

Only the Admin user can manage scheduled events for the office.

Sign into SureFire as Admin. Navigate to the Tools menu and select Schedule Auto Events.

Schedule Auto Events Menu

Step 2: Configure Your Events

Choose which processes you want to automate.

From the Schedule Auto Events screen, you can set times for the following automated tasks:

  • Program Updates: Keeps the core software up to date.
  • Modules Updates: Updates specific tax forms and modules.
  • Return Save Options: Automates return backups.
  • Ack Retrieval: Automatically checks for and downloads acknowledgements.

You can also use the drop-down menu to select a specific Workstation ID if you want these settings to apply to other computers on your network.

⚠️ Requirements for Success

  • Program Status: SureFire must be running at the scheduled time.
  • Power Settings: The computer cannot be in sleep or hibernation mode.
  • Network Connectivity: For networked environments, both the main server and the workstation must be powered on.

📞 Still Need Help?

If your updates are failing to download or you need help with network configuration, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



Tags: install,setup