Offer Your Tax Clients the Convenience of Online Service

UltraTax/1040 Portals is another web-based service you can offer your clients—providing an easy, immediate way to access their final 1040 tax returns or the Web Client Organizer. You choose the options that work best for your firm and each individual client.

What Do I Get with Each Option?

Under the UltraTax/1040 Portals umbrella, you can choose Web Client Organizer only, 1040 Web Delivery of the return only, or both.

• Web Client Organizer—Post a personalized Web Client Organizer within each client's portal. Clients can access Organizers when it is convenient and complete information at their own pace. Clients can also upload scanned source documents with the Organizer. When complete, you retrieve the Organizer from the portal and transfer client data directly into UltraTax CS.
• UltraTax/1040 Web Delivery—Post a read-only PDF copy of the client's tax return within a private and secure portal on your website. Once posted, the client can access and print it as many times as they need throughout the year. Each year you can post current tax returns while retaining past returns—building a history for your client.

Consider the Value to You and Your Clients

• Clients have 24/7 access to current and past tax returns online from any location. Clients can view and print their returns whenever needed (e.g., mortgage refinance or bank loan application).
• Clients can complete their Web Client Organizer at their own pace from anywhere they have access to the Internet. Clients can save data entered into the Organizer as many times as they want until completed.
• You can immediately post your clients' 1040 tax returns within their individual and secure portals—no more printing and mailing expense.
• You can quickly transfer Web Client Organizer data directly into UltraTax CS with the click of the mouse. Just consider the time savings!
• You can position your firm as technically savvy while offering an additional client service—at minimal cost.
• You can strengthen the client-accountant relationship while both you and your clients enjoy the convenience offered via web-based services.