Get email notifications of completed
Web Organizers

The default greeting for the Organizer Web Delivery has a link to the client's online
Business Organizer
, which Thomson Reuters hosts.
To use
Web Business Organizer
, you'll need to enter 2 sets of email addresses:
  • The clients' addresses that you send the
    Web Business Organizer
    greeting to (entered in
    Client Communications
    )
  • The firm's address to receive email notification when completed
    Web Business Organizers
    are ready for retrieval.
You can also choose to have your clients access their
Web Business Organizer
from a link on your website.
Follow these steps to receive an email alert when a client finishes a
Web Business Organizer
and you can get it through
CS Connect
.
  1. Select
    Setup
    , then
    Client Communications
    .
  2. Select
    Web Delivery Options
    .
  3. Select the option
    Automatically send an email notification to each client when their Web Organizer or Tax Return is transmitted via CS Connect to their NetClient CS portal
    .
  4. Use the
    Address email from
    dropdown to choose the appropriate return address. You can select
    Firm
    ,
    Preparer
    ,
    Reviewer
    , or
    Staff
    email address.
  5. Select the option
    Receive email notification of completed Web Organizers
    .
  6. Select the
    Firm
    ,
    Preparer
    ,
    Reviewer
    , and/or
    Staff
    checkboxes to include the desired recipients in the email notifications.
  7. Select
    OK
    to close the
    Web Delivery Options
    window.
  8. In the
    Client Communications
    window, go to
    Firm email address
    and enter the firm return email address
  9. Select
    OK
    to close the screen.

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