Web Delivery Options dialog

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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.

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Use this dialog to configure email notifications of completed web organizers and tax returns delivered via NetClient CS web portals, to specify your firm's website URL for use in accessing organizers and returns delivered electronically.

To open this dialog, choose Setup > Client Communications and click the Web Delivery Options button.

Fields & buttons

Mark this checkbox to have UltraTax CS send an email notification to each client when their web organizer or tax return is transmitted via CS Connect to their NetClient CS portal.

Use this drop-down list to choose the firm, preparer, reviewer, or staff member as the sender's address for email notifications.

Mark the appropriate checkboxes to add the Firm, Preparer, Reviewer, or Staff email addresses as blind carbon copy (BCC) recipients of the email notifications for tax return or web organizer transmissions.

Enter the firm website URL in this field if you want to add a link to your site (rather than the Thomson Reuters servers) to client email notifications regarding web client organizers and tax returns delivered to NetClient CS portals.

Click this button to open the Web Delivery HTML dialog, which displays the appropriate HTML syntax used for creating a link to the firm URL entered in the Web Delivery Options dialog. Paste this link syntax into the HTML code for your firm's website to create a link which your clients can use to access their web organizers and tax returns delivered via the web.

Mark this checkbox if you want to receive email notification when a client submits a completed web organizer from their NetClient CS portal.

Mark the appropriate checkboxes to add the Firm, Preparer, Reviewer, or Staff email addresses as carbon copy (CC) recipients of the email notifications for completed web organizers.

Related topics

Product Information dialog

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