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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.

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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