Receiving a "storage limit exceeded" message when sending an organizer via email

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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.

Many email services have a limited amount of space allocated for each account. This is especially true with free web-based email services such as Yahoo Mail. If there are a number of email messages held in the recipient's account, the service may reject the PDF client organizer if it exceeds this allocation. This is a function of the email service provider and not a limitation of UltraTax/1040 Client Organizer.

If you receive a storage limit message from your e-mail provider, we recommend that you contact the provider to discuss how to add additional storage space or eliminate unneeded files from your current storage. 

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