Deletion of web organizers from NetClient CS portals

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

With the passing of the October 2017 final extension date and in accordance with our policy, we will delete all 2016 individual web organizers from NetClient CS portals during the third week of November. After this date, you will not be able to retrieve 2016 individual web organizer data via CS Connect for transfer into UltraTax CS. For information about retrieving data from web organizers, see Retrieving data from web client organizers.

We will delete 2016 business web organizers based on the dates on which the organizers were created. Due to businesses having varying fiscal year end dates, we will delete each business web organizer one year from the date it was created.

You will be able to send 2017 web organizers to your clients’ NetClient CS portals after you install UltraTax CS version 2017.1.0, which will be released in late November.

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