Annie M.
Articles
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CCH Axcess™ Best Practices for Printing Organizers
This article contains information on print settings for CCH Axcess™ organizers that are uploaded to Organizers. Follow these guidelines for an optimal experience. For information on how to prepare ...
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UltraTax CS® Print Settings for Organizers and Engagement Letters
This article contains information about the required print settings to use for UltraTax CS® organizers and engagement letters. For information on how to prepare batch organizers, see Uploading batc...
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Keys to Success
Printing of the Organizers Do not add or remove any questions to the questionnaire. Any custom configuration regarding correspondence needs to be cleared so organizers will print with default set...
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Lacerte® Print Settings for Organizers and Engagement Letters
This article contains information about the required print settings to use for Lacerte® organizers and engagement letters. For information on how to prepare batch organizers, see Uploading Batch Or...
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Batch Processing .CSV Template
The attached allows users to upload multiple organizers at once. Notes for this template: Client ID cell form must be "text" to capture the true text. The Client ID in the .CSV file must match the...
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Settings: Client Instructions
Users can customize messages and instructions that the taxpayer will see as they make their way through their organizer. Default messaging is provided for each section. Users may choose to use the ...
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Organizers Client Experience
This article shows the organizer client view as seen on a desktop. Please see the Client Mobile View article to see how the process looks on a mobile device. Click on each section below to expand t...
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Downloading Multiple Files at Once
Organizers allow users to download multiple files (individual or batches) via a global Download button available at the top of the Organizers Report screen. Important The global download can only ...
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Default Download Options for Organizers
Users can configure the default behavior of documents they choose to download. Options include: saving immediately, queuing a download to a personal My Downloads area, and being asked for the prope...
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Unlocking an Organizer for a Client
The organizer is automatically locked if a client fails to enter the proper access code three times. This is a security feature to prevent unauthorized access. Client View After 3 unsuccessful atte...