Web Organizer setup
Web Organizer
setupThe
NetClient Organizer Options
and Web Delivery Options
windows are the 2 areas in UltraTax CS
you can set preferences for Web Organizer
.The
NetClient Organizer Options
window is where you can choose to:- include the Web Questionnaire
- include cover letter text in the email greeting
- remove the ability for clients to add new data entry screens for activities (such as W-2s)
- remove the ability for clients to send theOrganizerback more than once
You can get to this window by going to tab and select
Options
.The
Web Delivery Options
window is where you can:- enable email notifications to clients when you've sent them aWeb Organizer
- choose what email address you want those emails to come from
- enable blind carbon copies (BCC) to your firm
- direct your clients to access theirWeb Organizersthrough your website instead of Thomson Reuters'
- enable email notifications for your firm when a client sends back a completedWeb Organizer
You can get to this window by going to .
