Creating NetClient CS portals from UltraTax CS

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A convenient feature of UltraTax CS is that it will automatically create a NetClient portal if the client is not linked to one.  Therefore, you are not required to create the portal first via NetFirm Administration, saving you time and administrative work. By default, UltraTax clients are not linked to NetClient portals unless directed by selecting the NetClient portal destination.

The NetClient portal will create shortly after you transmit the client's web return or web organizer via CS Connect. 

Once the NetClient portal is created, you may view it via NetFirm CS administration.

Related Topics

UltraTax CS and NetClient CS Portal Integration Overview

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