CS Connect ... Web Organizer tab

The Web Client Organizer feature in UltraTax/1040 and the Business Organizer feature (available if you are licensed for 1120, 1065, 1041, or 990) enables you to provide web-based organizers to your clients via a link on your website or within an email message. CS Connect enables you to send web organizers and tax returns to your clients, and retrieve completed organizers quickly and easily. Use the Web Organizer and Web Delivery tabs in CS Connect to select the clients to whom you would like to send web organizers or tax returns.
To open these tabs, choose Utilities then CS Connect and select the Web Organizer, Web Delivery, or Web Data Mining tab.

Fields & buttons

Web organizers, tax returns, or Data Mining eSignature documents listed in this pane will
not
be sent to clients the next time you place a call. To send these items, highlight the item that you want to send and select the Select or Select All button to move the item to the pane on the right.
Web organizers, tax returns, or eSignature documents listed in this pane will be sent during the next Connect session.
Select this button to delete the highlighted client's web organizer or web tax return.
See also:
Assembling eSignature documents via Data Mining
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