Securing PDFs sent via email from UltraTax/1040 Client Organizer

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Change to CS Support service hours

Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

Several states have passed or are in the process of passing laws and regulations regarding electronic transmission of financial information. When sending PDF documents via email from UltraTax CS, the security of the information depends on both the email message itself and the system-generated PDF file.

For more information on security and encryption standards, we suggest referring to the AICPA's Privacy Checklist.

Virtual Office CS / SaaS Note: The email from Outlook is not encrypted in the Virtual Office CS / SaaS environment.

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