Sending engagement letter and/or consent letter for electronic signature in Business Organizers

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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.

Question

Can I send an engagement letter and/or consent letter for electronic signature with the Business Organizer?

Answer

Yes. For more information, see Assembling and transmitting eSignature documents with the Client Organizer.

Related topic: Business Organizer frequently asked questions

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