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CoCounsel Legal
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CoCounsel Tax
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CLEAR
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Future of professionals report 2025
The Thomson Reuters Future of Professionals Report 2025 reveals how AI continues to shape professional work — and what it takes to get ahead. This year’s report shows that increased efficiency, productivity, and cost savings top the list of benefits professionals attribute to AI, making it indispensable for organizations facing rapid change.
Error: !Error!: WebOrganizer send failed on file
Scenario
!Error!: WebOrganizer send failed on file.
Solution
- Matching SSN and email address between the UltraTax and Onvio client.noteThe SSN and email address must be unique to this client and can't be duplicated on other clients.
- In Onvio Center, selectSetupAll Contacts
- Search for or select the Onvio client.
- In theRelationshipssection, make sure the intended recipient marked as theTax Matters Contact.
- In theClient Center Accesssection, make sure the contact is registered.
- In UltraTax, select, mark theUtilitiesOnvio IntegrationPopulate Onvio client(s) and contact(s)checkbox and selectContinue.
- Attempt to print the organizer to Onvio from UltraTax again, if this fails, continue with the following steps.
- Selectin Onvio and search for the email address for the client.SetupAll Contacts
- If there are multiple results for the same email address this can cause issues when printing to Onvio.
- Delete any duplicate contacts, including those that have a blankSSNfield.
- Print the organizer to Onvio again.
- Date/Time for the latest attempt to transmit the organizer
- Error messages
- UltraTax client
- If it is affecting all users/clients
- Are e-signatures included in the organizer?
This article applies to:
- PRODUCT: Onvio
- Audiences: Staff