UltraTax CS: Not receiving the Web Organizer email notification

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If you and/or your client is not receiving the Web Organizer email notification, verify that you have the Automatically send and email notification to each client when their Web Organizer or Tax Return is transmitted via CS Connect to their NetClient CS portal checkbox marked under Setup > Client Communications > Web Delivery Options... button.

If this check box is marked, note that Thomson Reuters sends the emails and pushes the Web Organizers every 30 minutes, on the hour and every half hour. For example, if you transmit a Web Organizer via CS Connect at 1:40 PM, Thomson Reuters will push the Web Organizer to the client's portal and also send the email notification that the Web Organizer is available at 2:00 PM. So in this scenario, it would take approximately 20 minutes to receive the email notification.

Occasionally the email notifications can be blocked by your email's security. If you or your client doesn't receive the Web Organizer email notification within 30 minutes, check your spam or junk folders in your email program.

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