Web Organizer deletion policy

In early November
2024
, all
2023
individual web organizers will be deleted from NetClient CS portals, making them unretrievable via CS Connect for UltraTax CS transfer. Business web organizers will be deleted 1 year from their creation date due to varying fiscal year ends. You can send
2024
web organizers to clients' NetClient CS portals after installing UltraTax CS version
2024
.1.0, set to release in late November.

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