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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