Enter client contact information from the home page

Do the following to enter contact information such as the client's phone number and email address at any time from the UltraTax CS home page.
  1. From the UltraTax CS home page, select
    Client Profiles
    .
  2. Select
    Details
    , then select
    Edit
    .
  3. Edit information in the
    Edit Contact Information
    window.
  4. Select
    OK
    .
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close