Using help in the web client organizer

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.

In the web organizer, your client logs in to NetClient CS and enters tax information directly in online forms. The Tax Organizer Index pane lists the online organizer forms grouped by category (such as Salaries and Wages). For form-specific help, click the Help buttons Help button located on the right side of each section of the online form.

Share This