Email Through UltimateDR

You can use the email provider of your choice, including any of the free email providers, such as Gmail.com and Outlook.com. To access UltimateDR email, open the tax program, and from the menu bar of the Home window, select Help > Email. To access UltimatDR email from data entry, click the Email icon from the Data Entry Menu toolbar. There is also an Email button on the View/Print mode toolbar and on the UltimateDR Documents toolbar to facilitate sending PDF copies of the return to your clients.

Email Setup

To add and set up your email accounts, begin setting up your Administration Options in UltimateDR. From the menu bar of the Home window, go to Help > Email to open the Email window. From the menu bar of the Email window, select Setup > ADMIN Options to open the Email - ADMIN Options dialog box.

NOTE: Every preparer in your office can have his or her own email account but must complete a separate setup.

At the top of the ADMIN Options dialog box (Picture below), three options are available:

• Allow each Preparer to Use the ‘Office” Email Account
• Force Each Preparer to Use the ‘Office’ Email Account
• Only Allow Preparers to Send Messages/Files to UltimateDR Software

If none of these options is selected, preparers in your office can set up and use any email program they choose through the UltimateDR program. If, however, you choose to set up an “Office” account, select one of the first two options, then click Setup Office Email Account to set up the email program everyone will use.

Checking for Email

Once you have selected Help > Email from the Home window, click Check Mail to check your UltimateDR email. (You can also select File > Check Mail from the menu bar, or press CTRL+M.)