Transmit
Web Organizers

After you've assembled
Web Organizers
, you can transmit them to your clients using
CS Connect
, a communications tool included with
UltraTax CS
.
Follow these steps to transmit
Web Organizers
to your clients.
  1. Select
    CS Connect
    in the toolbar.
  2. Select the
    Options
    tab.
  3. UltraTax CS
    automatically sets
    Web Delivery: Transmit organizers
    to
    Yes
    in the
    Purpose of Connect
    section when assembled organizers are pending.
  4. Select the
    Web Organizer
    tab. Here you can select the client organizers you want to send to
    NetClient CS
    .
  5. Select
    Connect
    to transmit the
    Web Organizer
    .
The selected clients will receive an email alerting them that the
Web Organizers
are available for data entry, and instructions on how to access them.
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