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Configure clients to receive email notifications for multiple clients at the same time

Follow these steps to configure clients to receive email notifications for multiple clients at the same time.
  1. Select
    Setup
    , then
    Client Communications
    .
  2. For each client, enter the client's email address in the
    Email Address
     field. The information you enter in this field transfers to the
    Email address of partnership representative
     field in the Contact screen for the client.
  3. If you want to select only specific clients to receive email notifications, go to step 3. If you want to mark all clients or all clients with email addresses to receive email notifications automatically, skip step 3 and go to step 4.
  4. For each client you want to receive an email notification, select
    Return
     or
    Return/Ext
     in the Email ELF Ack column. Go to step 9.
  5. Select
    ELF / eSign Options
     to open the ELF / eSign Options window.
  6. Select 1 of the following options for when you want clients to receive email notifications in the Automatically assign Email ELF Ack section:
    • Never
    • Email address entered
    • Always
  7. Select
    Return
     or
    Return / Ext
     from the dropdown in the
    Type
     field.
  8. Select 1 of the following options from the
    Address email from
     dropdown in the Email settings section:
    • Firm
      : If you select this option, you'll need a valid email address in the
      Firm email address
       field in
      Setup
      then
      Client Communications
      .
    • Preparer
      : If you select this option, you'll need a valid email address for the attached preparer in the
      Email address
       field in
      Setup
      ,
      Office Configuration
      , then the
      Preparers
       tab.
    • Reviewer
      : If you select this option, you'll need a valid email address for the attached reviewer entered in the
      Email
       field in
      Setup
      ,
      Office Configuration
      , then the
      Reviewers
       tab.
    • Staff
      : If you select this option, you'll need a valid email address for the attached staff in the
      Email
       field in
      Setup
      ,
      Office Configuration
      , then the
      Staff
       tab.
  9. Select
    OK
     to close the
    ELF / eSign Options
     window and to return to the
    Client Communications
     window. When you select
    OK
    , UltraTax CS reviews all clients in the
    Client Communications
     window and updates the Email ELF Ack column.
  10. Select
    OK
     to close the
    Client Communications
     window.

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