Triva isn't available right now.
Check out the support page for our phone number and hours
Solutions
Law firms
Tax, audit & accounting firms
Success stories
-
A true competitive advantage
Law firm Zarwin Baum’s embrace of generative AI as the natural next step in the evolution of legal work and their adoption of CoCounsel Legal has helped them achieve remarkable efficiency gains and improved client relationships.
-
Workflow transformation drives impact
Brinks, a global leader in secure logistics and security solutions, used CoCounsel to reimagine what was possible with AI tools, turning legal challenges into a competitive advantage.
-
The forefront of audit tech
A better auditing workflow solution was the answer to multiple challenges faced by The Mercadien Group. Find out how they achieved greater efficiency by embracing Cloud Audit Suite.
Questions? We are here to help.
Products
Legal
Trade & supply
Tax, audit & accounting
- 1040SCAN
- Audit Intelligence Analyze
- CoCounsel Audit
- CoCounsel Tax
- Ready to Advise
- Ready to Review
- View all
Corporate tax
Recommended products
-
CoCounsel Legal
Transform your work with the only AI legal solution uniting research, drafting, and document analysis in a single experience. Designed by legal experts and built on trusted content and advanced AI, CoCounsel Legal accelerates multistep work so you can better serve your clients and grow your business.
-
CoCounsel Tax
Transform your tax practice with CoCounsel Tax, an AI-powered assistant that combines trustworthy answers, automation, and firm knowledge into one seamless platform. Enhance efficiency, reduce risk, and improve client confidence with CoCounsel Tax.
-
CLEAR Investigate
Intelligently surface critical connections and insights in actionable format through AI-driven research workflows seamlessly integrated with the trusted and transparent CLEAR platform. Accelerate investigations and empower your team to make strategic decisions with confidence.
Questions? We are here to help.
Purchase
Buy solutions
Resources
Insights
Events
Product training
Product communities
Developers
Highlights
-
2026 SKILLS showcase
Join weekly sessions to experience in-depth demonstrations of the leading legal AI products while connecting with strategic law firm leaders in knowledge management, innovation, and AI.
-
Ghosts on the ledger
Payroll fraud is a major compliance risk. Learn how payroll analytics and AI-powered tools can help exorcise phantom employees and employers.
-
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.
Troubleshoot Organizers or attachments that won't download
Organizers
or attachments that won't downloadScenario
When you retrieve a
Web Organizer
, you might experience one of the following issues: - Web Organizerwon't download or retrieve.
- Organizerattachments don't download.
Cause
This can come from a variety of situations. Answer the following questions to learn which steps to take next:
Did you rename the client?
If you changed the client ID since sending the organizer, change the client ID back and resend the
Organizer
.If renaming the client doesn't work, restore a backup of the client before the name change and resend the
Organizer
. If you don't have a backup, you'll need to either:- Create and transmit a newWeb Organizerto your client and ask your client to re-enter their information.
- Create a PDF copy of theOrganizerfrom inside the client's portal:
- Have the client sign in to their portal.
- Open theOrganizerand selectCreate PDF.
- Have them send the PDF and any attachments.
- Manually enter theOrganizerinformation intoUltraTax CS.
Did someone else download the organizer or attachment(s)?
Check if someone has already downloaded the
Organizer
:- Open the client.
- Select the down arrow next to the clock icon.
- Go to theOrganizer Web retrievedstatus event.
- It the event is listed, check who downloaded theOrganizer.
Solution
Resend the organizer
After correcting any of the preceding questions, you'll need have the
Organizer
resent back to the preparer.The steps you take to resend the
Organizer
depends on whether your firm has NetStaff CS
portals. Select the correct link for instructions based on your NetStaff CS
use.My firm has
NetStaff CS
- Sign in to secure.netlinksolution.com.
- Select theAdmintab.
- UnderNetClient CS, selectUsers.
- Find the client in the list and select it.noteYou can search for the client by name using the search box at the top of the list.
- SelectView Portal.
- Select the folder with the client's name then select theOrganizer.
- SelectSend to Preparer.noteIfSend to Prepareris grayed out, selectCreate PDFto download theOrganizer, then selectUploaded Tax Documentsin the client's portal to download any attachments. You'll need to use the PDFOrganizerto manually enter information into theUltraTax CSclient.
- OpenUltraTax CSand retrieve theWeb OrganizerthroughCS Connect.
Internal use only
If there are multiple clients affected and the firm doesn't want to manually download and enter the organizer, there may be an option to have the organizer rehung. Talk to the UltraTax Consultant for approval. If approved, the Consultant will contact the TRTAPlatformAnalysts with the Firm ID and client IDs.
My firm doesn't have
NetStaff CS
- You'll need to determine if the client will be able to send theOrganizeragain. There is a setup option inUltraTax CSfor this.
- For 1040 clients: SelectSetup,1040 Individual, theOrganizertab, thenOptions.
- For 1065, 1120 clients: SelectSetup,1065 Partnershipor1120 Corporation, then theOrganizertab.
- Note whether this checkbox is marked or unmarked:Allow the client to choose the Web Organizer "Send to Preparer" button only once and prevent further changes.
- If the box is marked, contact Support at (800) 968-0600 to have theOrganizerresent.
- If the box isn't marked, ask your client to sign in to theirNetClient CSportal, go to theirOrganizerand selectSend to Preparer.
- Once they send theOrganizer, try to retrieve it inUltraTax CSthroughCS Connect.
Internal use only
If a firm requests that an organizer be resent, confirm that there are no underlying issues and follow all the steps listed previously. If necessary, take the Firm ID and client ID of the affected client(s) to the UltraTax Consultant. If approved, the Consultant will email the TRTAProfessionalPlatformAnalysts@thomsonreuters.com with a request to rehang the organizer.
This article applies to:
- Product: NetClient CS,UltraTax CS
- Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization
- Subject: Organizer