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This article applies to:

  • Product: Onvio
  • Audiences: Staff

Using NetClient CS web organizers while licensed for Onvio portals

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In certain cases, an Onvio firm may use a NetClient CS portal for web organizers that can be imported back into the UltraTax CS data entry. Completing the following steps will allow such functionality on a PRP basis.
  1. In UltraTax CS, select
    Setup
    Office Configuration
    Onvio
    .
  2. In the
    Client Portals
     dropdown, select
    NetClient CS ($)
    ; then select
    Done
    .
    note
    The
    NetClient CS ($)
     option is only available to firms that don’t have an existing NetClient CS license.
  3. Select
    OK
     in the pop up window to restart UltraTax CS and apply the changes.
  4. When UltraTax CS restarts, it will integrate with the NetClient CS portals until the setting in Step 2 is changed back to
    Onvio Client Center
    .
note
  • The intended portal system needs to be active before the web organizer is created using the print process.
  • When using Onvio Documents as the Document Management option and
    NetClient CS ($)
     for client portals, organizer attachments will be uploaded back to Onvio during the organizer retrieval process.
Only 1 portal system may be integrated with an UltraTax CS office at a given time. The aforementioned setting will need to be toggled to switch between the 2 portal systems on an as needed basis if only a single office is set up. See the following steps to create a second office if preferred.
Setting up a second, NetClient CS exclusive, office
  1. In UltraTax CS, select
    Setup
    Office Configuration
    .
  2. Select the
    Office Setup
     button.
  3. Select the
    *
     in the last row of the office list.
  4. Type
    NetClient CS
     in the field right of the
    *
     and select
    Done
    .
  5. Make sure the
    NetClient CS
     office appears in the drop-down in the top of the
    Office Configuration
     window.
  6. Select the
    Onvio
     tab.
  7. Set
    Client portals
     to
    NetClient CS
     and select
    Done
    .
  8. Go to
    Setup
    Office Configuration
    .
  9. Change the drop-down in the top of the window to
    <default>
     or the name assigned to the original office.
  10. On the
    Onvio
     tab, make sure
    Client portals
     are set to
    Onvio Client Center
     and select
    Done
    .
At this point, 2 offices exist and individual people may associate themselves with an office as needed. To switch between offices, perform the following steps:
  1. Go to
    Setup
    User Preferences
    .
  2. On the
    My Settings
     tab, use the
    Office
     drop-down to select the office and select
    OK
    .
  3. Select
    OK
     in the window prompting you to restart UltraTax CS.
Internal use only
Connect is smart enough to transmit a "mixed bag" of Organizers to the correct destination in this scenario.
Note that they must restart UltraTax CS after choosing the setting in Office Config > Onvio. It MUST be done before the Assembly of the Organizer. The portal destination is established at assembly time. If they have this on "Tax Center", assemble, and then switch this to NetClient PRP, it will go to Tax Center.
Note that there is currently an issue retrieving organizers through CS Connect and uploading to Onvio as discussed on the Onvio Alerts and Notices:
Documents failed to post for Organizer attachments on Organizer retrieval when Document management is set to Onvio and Client portals are set to NetClient CS or NetClient CS ($). In the situation where client portals are going through NetClient and the Document management is set to Onvio Documents, it appears that the attachment upload process is failing on Organizer retrieval when sending to Onvio. See TFS 1322825 for details.

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