Sending a blind copy (BCC) of the web organizer email notification to your firm

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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.

To send a blind copy of the web organizer email notification to the firm (or to the assigned preparer, reviewer, or staff member), complete the following steps. 

  1. In UltraTax CS, choose Setup > Client Communications.
  2. Click the Web Delivery Options button.
  3. Mark the desired Send a blind copy (BCC) to checkboxes (Firm, Preparer, Reviewer, and/or Staff) to select the recipients for the blind copy of the web organizer notification. 
  4. Click OK. 

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