Web Organizer
overview

Web Organizers
are the electronic version of paper or PDF
Organizers
you send to clients through a private portal. With a
Web Organizer
, your clients can:
  • Enter new information in screens (1040 only).
  • Make edits to last year's information (1040 only).
  • Complete the web version of the
    Organizer
    questionnaire.
  • Include notes and questions.
  • Attach files.
  • Create screens for new activities (such as W-2s) (1040 only).
Once they've entered their information for the current tax year, they send the
Web Organizer
back through the web portal. For 1040 clients, you can also import the information directly into
UltraTax CS
input screens.

Delivery options

UltraTax CS
offers 2 delivery options for
Web Organizers
:
NetClient CS
and
Onvio
. Use the following information to decide which web platform to use for
Organizers
.
NetClient CS
: The
Web Organizer
is sent through a private
NetClient CS
web portal. A web portal is a safe environment that needs a unique password to access. The main advantage of using
NetClient CS
is that the data you enter can be retrieved into the tax return inside
UltraTax CS
.
Onvio
: One of the advantages of using
Onvio
for
Web Organizers
(also called tax questionnaires) is the easy, safe exchange of files.

System requirements

You'll need to meet the following system requirements to use
Web Organizers
:
  • A Microsoft Windows 11 or Windows 10 operating system. The
    Web Organizer
    isn't supported on operating systems that are no longer supported by the manufacturer.
  • Internet access with any of the following browsers: the newest version of Google Chrome, Microsoft Edge, or Mozilla Firefox.
  • 128-bit encryption is recommended.
  • An email service capable of receiving file attachments.
  • Optional: Adobe Reader version DC or later. If you don't already have this installed, you can download the free Adobe Reader from http://get.adobe.com/reader/.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close