Web Client Organizer overview

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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.

Web Client Organizer is the electronic version of Client Organizer that enables you to send client organizers to your clients through a private NetClient CS web portal. A web portal is a secure environment that requires a unique password to access. Your clients have the ability to enter new data in screens, make edits to proforma'd data, complete the organizer questionnaire, include notes and questions for you, attach files, create screens for new activities (such as W-2s), and then send the electronic organizer to you through the web portal.

Once a client returns the web organizer, you can retrieve the client's data directly into the organizer input screens. The processing procedures for Web Client Organizer are similar to that for Client Organizer and Email Client Organizer.

Client Organizer content options

The Lite Client Organizer feature offers an abridged organizer package that can be used for the paper, email, and web versions of UltraTax/1040 Client Organizer. The Lite Client Organizer package contains the most common data entries to help meet the needs of most taxpayers. When you use the Lite Client Organizer package along with other source documents, such as Forms W-2 and 1099 and Schedule K-1, your clients are required to make fewer entries.

Just like the tax input screens and forms, the organizer input screens are grouped in folders that appear in the folders block on the left side of the screen. The input screens are nearly identical to the organizer pages you send to your 1040 clients, so data entry is quick and easy.

Web Client Organizer setup

Before you begin preparing web client organizers, complete the necessary setup steps.

Web Client Organizer process overview

The following list describes each step in the Client Organizer process. Click the links below for details.

Step 1: Proforma organizer data and documents

Step 2: Adding new clients

Step 3: Selecting a password for the Electronic Client Organizer

Step 4: Specifying organizer delivery preferences

Step 5: Entering Firm URL and email addresses

Step 6: Configuring options for all web organizers

Step 7: Determining electronic organizer content

Step 8: Assembling web client organizers

Step 9: Transmitting web client organizers

Step 10: Retrieving data from web client organizer clients

Step 11: Accepting client data into tax or organizer input screens


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