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

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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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