Printing a customized organizer cover letter for all clients

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.

You can modify the default organizer cover letter or create additional cover letters, but you can't print a created cover letter for all clients simultaneously. To print a customized organizer cover letter for all of your organizer clients, we recommend that you customize the default cover letter. To do so, see the "Modifying the cover letter" section of the Organizer cover letter topic. 

Share This