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Note: This topic applies to both the Web Organizer, Web Delivery, and Web Data Mining tabs.
The Web Client Organizer feature in UltraTax/1040 and the Business Organizer feature (available if you are licensed for 1120, 1065, 1041, or 990) enables you to provide web-based organizers to your clients via a link on your website or within an email message. CS Connect enables you to send web organizers and tax returns to your clients, and retrieve completed organizers quickly and easily. Use the Web Organizer and Web Delivery tabs in CS Connect to select the clients to whom you would like to send web organizers or tax returns.
To open these tabs, choose Utilities > CS Connect and click the Web Organizer, Web Delivery, or Web Data Mining tab.
Note: These tabs are available only if you are licensed for NetClient CS portals and you have set the Web Delivery: ($) Transmit organizers, Web Delivery: ($) Transmit returns, and/or Web Delivery: ($) Transmit Data Mining eSignatures switches to Yes in the Options tab of the CS Connect dialog. (To create a client's web organizer, tax return for Web Delivery, choose File > Print Organizers or File > Print Returns, click the Web option, then click the Assemble button.)
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