Web Organizer
deletion policy

In early November
2025
, all
2024
individual
Web Organizers
will be deleted from
NetClient CS
portals, making them unretrievable via
CS Connect
for
UltraTax CS
transfer. Business
Web Organizers
will be deleted 1 year from their creation date due to varying fiscal year ends. You can send
2025
Web Organizers
to clients'
NetClient CS
portals after installing
UltraTax CS
version
2025
.1.0, set to release in late November.
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