Sending client data, documents, settings, or updates via email

Alerts and notices
Leave feedback

Internal Employees: Submit 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 your email service supports Messaging Application Programming Interface (MAPI) protocol, follow these steps to send client data, client documents, system settings, product settings, CS Connect updates, or Data Mining reports, letters, or searches to a file that UltraTax CS will attach to an email message. You can also use these steps to check out client data.

Note: If you use an email service that does not support MAPI protocol (such as AOL), you can use the Send to File command from the File menu.

  1. Choose File > Send to > Email Recipient to open the Send to Email Recipient dialog.
  2. From the drop-down list at the top of this dialog, choose the type of item you want to attach to an email message.
  3. In the Available pane on the left, highlight an item you want to send, then click the Select button to move it to the Selected pane on the right.
  4. Optional: If you want to password-protect the file, enter the desired password in the Password field and again in the Verify field.
  5. If Clients is selected in the drop-down list at the top of this dialog, you can mark the "Check out" selected clients checkbox to indicate that you are taking the client's data home or to another location. (For more information on the Send to File dialog and this checkbox, see Send to Email Recipient or Send to File Location dialog.)
  6. Click OK when all desired items are listed in the Selected pane on the right. UltraTax CS automatically opens an email message and attaches the files you selected. UltraTax CS enters The file attached to this email contains the following. in the body of the message. This text is followed by a list of the attached items. You can edit the text of this message to your satisfaction.
  7. Once you have edited the message as desired, enter the email addresses of the desired recipients and send the message.

Share This