Not receiving Web Organizer email notifications
Web Organizer
email notificationsConsider the following scenarios if you or your client aren't receiving
Web Organizer
email notifications. Email notifications aren't enabled
Make sure to enable email notifications before assembling and transmitting
Web Organizers
. Follow these steps to turn on email notifications:- SelectSetup,Client Communications, thenWeb Delivery Options.
- Mark theAutomatically send and email notification to each client when their Web Organizer or Tax Return is transmitted via CS Connect to their NetClient CS portalcheckbox.
Thomson Reuters sends the emails and pushes the
Web Organizers
every 30 minutes, on the hour and every half hour. For example, if you transmit a Web Organizer
via CS Connect
at 1:40 PM, Thomson Reuters will push the Web Organizer
to the client's portal and also send the email notification that the Web Organizer
is available at 2:00 PM. So in this scenario, it would take approximately 20 minutes to receive the email notification.Problem with client email address
Make sure you've entered the correct email address for the client. Select
Setup
, then Client Communications
to check the email address entered for the client.Notifications blocked by email security
Email notifications can be blocked by email security. If you or your client don't receive the
Web Organizer
email notification within 30 minutes, check your spam or junk folders in your email application.Related Content
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Get email notifications of completed Web Organizers
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Article,
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