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Organizer setup and options

Enter firm information for
Web Organizers

When you send a
Web Organizer
 to your clients, it includes a link for them to access their
Organizer
 hosted on Thomson Reuters servers. To use this feature, you'll need to enter your firm's information.

Enter your firm's email address

Before you can transmit
Organizers
 to your clients, you need to enter your firm's email address. This is where you'll receive notifications when your clients have completed their
Web Organizer
.
Follow these steps to enter your firm's email address:
  1. Select
    Setup
    , then
    Client Communications
    .
  2. Enter the email address in the
    Firm email address
     field.
  3. Select
    Web Delivery Options
    .
  4. Optional: Mark the
    Automatically send an email notification to each client when their Web Organizer or Tax Return is transmitted via CS Connect to their NetClient CS portal
     checkbox.
  5. Select an option from the
    Address email from
     dropdown. You can select the email address for the
    Firm
    ,
    Preparer
    ,
    Reviewer
     or
    Staff
     .
  6. You can blind copy the firm, preparer, reviewer, or staff email address by marking the
    Send a blind copy (BCC) to
     checkbox.
  7. Select
    OK
     to close the
    Web Delivery Options
     window.
  8. Select
    OK
     again to close the
    Client Communications
     window.

Enter your firm's URL

If you prefer, you can also give your clients the option to access their
Web Organizer
 directly from a link on your website.
Follow these steps to have the greeting instruct clients to go to their
Web Organizer
 from a link on your firm's website rather than through the host URL.
  1. Select
    Setup
     then
    Client Communications
    .
  2. Select
    Web Delivery Options
    .
  3. Enter your firm's website address or URL in the
    Web Delivery
     section.
  4. Select
    HTML
     to get the HTML tag to add a link on your website.
  5. Select
    OK
     to close the
    Web Delivery Options
     window.
  6. Select
    OK
     again to close the
    Client Communications
     window.

This article applies to:

  • PRODUCT: NetClient CS, UltraTax CS
  • Return type: 1040 Individual, 1120 Corporation
  • Subject: Organizer
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