UltraTax CS and NetClient CS portal integration overview

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New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

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Integrating NetClient CS portals with UltraTax CS enables you and your clients to transfer tax documents in a secure and convenient manner. Portals also allow you to reduce printing, postage, and filing costs, and save time with instant document exchange.

From here, you can access detailed information on the integration between UltraTax CS and NetClient CS. Click the links below to access information relevant to that category.

Setting Up UltraTax CS and NetClient CS Integration

Assembling and Transmitting to NetClient CS

NetClient CS Administration

Troubleshooting

Related Topics

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