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.
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