Deleting a web client organizer using NetFirm CS administrator tools

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 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 your firm is licensed for NetFirm CS and UltraTax CS and you use NetClient CS to distribute 1040 Web Client Organizers to your clients, you can delete a client's web organizer from their NetClient CS portal using the NetFirm CS administrator tools


Share This