UltraTax CS
After assembling web organizers, you can transmit them to your clients using CS Connect, a communications utility included with UltraTax CS. CS Connect transmits and retrieves web organizers for Web Client Organizer. The system requirements needed for CS Connect are listed in the CS Connect overview.
Use the following procedure to transmit web organizers to your clients.
- Click the CS Connect button on the toolbar.
- Set the Web Delivery: ($) Transmit organizers switch to Yes.
- Click the Web Organizer tab. This tab allows you to select the clients to whom you want to transmit a web client organizer.
- Click the Connect button to transmit the web organizers. When the web client organizers are transmitted, the greeting is sent via email to each of your clients instructing them that their web client organizers are available for data entry and how to access them.
Note: It may take up to 30 minutes after transmitting the organizer for your client to receive the email notification that the organizer has been uploaded to their portal.
Video: Gathering information with 1040 web organizers (approx. 6 minutes)
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Support: Web organizers are pushed on the hour and half-hour marks.