Creating NetClient CS portals from UltraTax CS

UltraTax CS creates a NetClient portal if the client is not linked to one. Therefore, you don't need to create the portal first in NetFirm Administration. By default, UltraTax clients aren't linked to NetClient portals, unless directed by selecting the NetClient portal destination.
The NetClient portal is created shortly after you transmit the client's web return or web organizer using CS Connect.
Once the NetClient portal is created, you can view it in NetFirm CS administration.
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