Web Business Organizer overview

Show expandable text

Web Business Organizer is the electronic version of Business Organizer that enables you to send Business Organizers to your clients through a private NetClient CS web portal. A web portal is a secure environment that requires a unique password to access. Your clients have the ability to complete the organizer questionnaire, include notes and questions for you, attach files, and then send the Business Organizer to you through the web portal.

The processing procedures for Web Business Organizer are similar to that for Business Organizer and Email Business Organizer.

System requirements for using Web Business Organizer

There are some additional system requirements for using Web Business Organizer.

System requirements for the preparer

For the latest system requirements information, please see the System Requirements page on our website.

System requirements for the client

The client's system requirements for Web Business Organizer are:
  • A Windows 10, Windows 8, or Windows 7 operating system. The Web Business Organizer is not supported on operating systems that are no longer supported by the manufacturer.
  • Internet access with a browser. Supported browsers include Apple Safari version 5.0 or higher, Google Chrome, Microsoft Internet Explorer version 8.0 or higher, or Mozilla Firefox version 3.0 or higher. We recommend using 128-bit encryption.
  • An email service.
  • Adobe Reader version X or higher. If not already installed, your clients can download the free Reader from http://get.adobe.com/reader/.

Web Business Organizer process overview

The following list describes each step in the Web Business Organizer process. Click the links below for details.

Step 1: Adding new clients

Step 2: Selecting a password for the Web Business Organizer

Step 3: Specifying organizer delivery preferences

Step 4: Entering Firm URL and email addresses

Step 5: Configuring options for all web organizers

Step 6: Determining organizer content

Step 7: Assembling Web Business Organizers

Step 8: Transmitting Web Business Organizers

Step 9: Retrieving Web Business Organizer clients

FAQs and troubleshooting

See Business Organizer frequently asked questions.

Was this article helpful?

Thank you for the feedback!