Deleting a web client organizer using NetFirm CS administrator tools

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

If your firm is licensed for NetFirm CS and UltraTax CS and you use NetClient CS to distribute 1040 Web Client Organizers to your clients, you can delete a client's web organizer from their NetClient CS portal using the NetFirm CS administrator tools

 

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