Use

NetClient

Web Organizers

while licensed to

Onvio

portals

Select
Setup
,
Office Configuration
, then
Onvio
.
In the Client Portals, select
NetClient CS ($)
, then
Done
.
note
The
NetClient CS ($)
option is only available to firms without an existing
NetClient CS
license.
Select
OK
to restart
UltraTax CS
and apply the changes.
When
UltraTax CS
restarts, it will integrate with the
NetClient CS
portals until you change the setting in Step 2 back to
Onvio Client Center
.
note
Make sure the portal system is active before creating the
Web Organizers
with the print process.
If you select
Onvio Documents
as your Document Management option and
NetClient CS ($)
for client portals, the application will upload
Web Organizers
attachments back to
Onvio
during the organizer retrieval process.
You can only integrate 1 portal with an
UltraTax CS
office at a time. If you need to switch between the 2 portals, you'll have to change the settings each time, as needed.

Set up a 2nd NetClient CS-exclusive office

Select
Setup
, then
Office Configuration
.
Select
Office Setup
.
Select the asterisk in the office list.
Enter
NetClient CS
in the field next to the asterisk, then select
Done
.
Make sure the
NetClient CS office
displays in the dropdown in the
Office Configuration
window.
Select
Onvio
.
Set
Client portals
to
NetClient CS
, then select
Done
.
Select
Setup
, then
Office Configuration
.
Change the dropdown to
<default>
or the name assigned to the original office.
In the
Onvio
tab, make sure the
Client portals
are set to
Onvio Client Center
, then select
Done
.

Switch between offices

Select
Setup
, then
User Preferences
.
In
My Settings
, select the office, then
OK
.
Select
OK
in the window prompting you to restart
UltraTax CS
.