We use Sharepoint/Office 365 and have it syncing to file explorer through OneDrive. I have all files syncing to my hard drive, but my boss has it set up so he sees the full file directory, but not all files actually fully download (like I believe you are looking at doing). The only problems we’ve had is when two people open the same TaxCycle file at the same time and both save it as it then creates two copies (usually when one person leaves it open and then goes away).
We have a folder in SharePoint where we save the options profile. We each navigate to where the profile is saved locally in OneDrive/SharePoint in our own TaxCycle settings. All of the options sync except for the file folders for saving files and the client manager. We set up our own computer each as a local server, but all files/settings etc. are then synced through OneDrive. I don’t use Client Manager very often, but it still works using this method as long as you point it to the correct folder(s).
When a file is saved the process is essentially:
- Create/Open/Edit TaxCycle file
- When it saves, it is saved to the local computer HDD in a shared OneDrive/SharePoint folder
- The file is uploaded to OD/SP
- The file is downloaded to other staff computers or shows in their OneDrive/SharePoint file directory as available for download
This process didn’t work before we were using OneDrive to sync - if we just used the “Open In File Explorer” option in SharePoint we had all sorts of issues (not with TaxCycle) because it kept forgetting authentication so we’d have to log back into SharePoint online. Using OneDrive we haven’t noticed any issues - sync for TaxCycle files is basically instant (I close a file and a few seconds later my boss can see my changes).
Note that if we want to access files online we still go to SharePoint - nothing shows in OneDrive, it just uses OneDrive to sync the files locally. OneDrive also lets you choose specific folders to sync, so if all TaxCycle files are stored in one folder you can just choose that folder to fully sync and have everything else just showing in the file directory but not downloading local copies.