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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 you have an actionable item, such as an engagement letter included in the email client organizer, those items are included in a separate PDF. One PDF will contain the client organizer itself, and the second PDF will contain the actionable items.

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