Web Organizer deletion policy
Web Organizer
deletion policyIn early November
2026
, all 2025
individual Web Organizers
will be deleted from NetClient CS
portals, making them unretrievable via CS Connect
for UltraTax CS
transfer. Business Web Organizers
will be deleted 1 year from their creation date due to varying fiscal year ends. You can send 2026
Web Organizers
to clients' NetClient CS
portals after installing UltraTax CS
version 2026
.1.0, set to release in late November.
