Sending a batch of email PDF organizers to multiple clients simultaneously

Alerts and notices

To send a batch of email Organizers at one time, follow the instructions below.

  1. In UltraTax CS, choose Setup > Client Communications.
  2. Enter the client's email address.
  3. Use the program-generated password or change it by entering your own password in the provided field.

    Note: The password options are set within Password.

  4. In the Organizer Delivery column, select Email (PDF). To assign multiple clients at once to an organizer delivery method, choose Utilities > Reassign Clients.
  5. Click OK.
  6. Choose File > Print Organizers.
  7. Click the Email PDF option.
  8. Click Clients. The clients that have an email address entered under Setup > Client Communications (refer to Steps 1 and 2 above) will be listed on the right-hand side of the Select Clients to Print dialog. If you need to enter email addresses for clients on the left-hand side, click Cancel and return to Setup > Client Communications. Otherwise, click OK.
  9. Note that the Per client settings option will now be selected. At this time, you are ready to assemble your organizers, so click Print.
  10. When the process is complete, UltraTax CS will inform you of how many clients were successfully emailed.