How to Backup ProSeries Client Data Files?
In this article, we’ll go through how to manually backup ProSeries data files. It is crucial to ensure the confidentiality and safety of your clients’ tax information.
Learn how to backup ProSeries client data files by following the below steps:
Step 1: Launch ProSeries on the Ace Cloud Hosting server. Then use the Ctrl + click keyboard shortcut to select each client that has to be backed up.
Step 2: Click File in ProSeries to open the main menu after selecting each client for whom you need to backup.
Step 3: Hover your cursor over Client File Maintenance in the File drop-down menu, and then click Copy/Backup Client Files.
Step 4: Choose the target directory and save the data in your desired location.
Step 5: To start the backup, click Backup client.
Now, you have successfully set the backup of ProSeries client data files.
Benefits:
Here’re the 2 benefits of backing up ProSeries client data files:
- Data Protection: The security of priceless tax information is the main advantage of backing up ProSeries customer data files. You can protect client data from unanticipated incidents like hardware breakdowns, system crashes, and inadvertent deletion by regularly generating backups. Having a backup means that, in the case of data loss, you can quickly recover the data and limit interruptions to your tax preparation routine.
- Business Continuity: You can ensure business continuity even in the event of data loss or technological difficulties if you have trustworthy backups in place. You can immediately restore client data from backups in the event of a system crash or hardware breakdown and go on with your tax preparation tasks with little to no downtime. This reduces the possibility of delays, customer displeasure, or monetary loss as a result of data loss.
Conclusion:
To get the most out of backing up ProSeries client data files, keep in mind that frequent scheduled backups, safe storage options, and periodic testing of data restoration procedures are all necessary.
If you’re still having trouble backing up ProSeries client data files and need more help, feel free to contact us at +1-855-223-4887.
Our experts are ready to assist with setup, troubleshooting, or any product issue. Get in touch now!
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