Data Sync or Refresh

Run a data sync or data refresh before importing documents and processing them in ATO SmartDocs. This ensures that the latest client data is available in the HubData area.

Refer to the data refresh or sync steps for your specific Practice Management System.

Data Refresh APS

Data Refresh CCH iFirm

Data Refresh Handisoft (Classic)

Data Refresh Handisoft (SQL)

Data Refresh LODGEiT

Data Refresh MYOB AE & AO (SQL)

Data Refresh MYOB Practice Manager

Data Refresh Xero