Viewing all PDF organizer items during Print Preview

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.

Characters left:

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.

Share This