How often should Billing Data be uploaded to Autoagent?

Modified on Tue, Jun 17 at 1:10 PM

During tax season, it's important to upload your billing data at least two to three times per week—daily is ideal. Once tax season ends, uploading at least once a month is sufficient, though twice a month is even better.


If you want to work with us on an automated FTP daily upload, this will really benefit your tax office and save you lots of time. If you are interested, please contact us at

support@autoagent.com and we would be glad to assist.

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