Tax & Accounting Blog

File Exchange Updates – Offer More to Your Clients!

CS Professional Suite Client Portal & Website Solutions December 10, 2013

NetClient CS iconWith the latest release of NetClient CS and the NetClient CS mobile app, you’l find more collaborative tools available to you. 

When you and your clients download the latest version of the mobile NetClient CS app, you’ll be able to upload documents from your photo library (or take new pictures using your device camera) to File Exchange.

If your clients are Dropbox users, they can also now (from within the mobile app or from any browser) link File Exchange with their existing Dropbox account, and select files they’d like to transfer from Dropbox into NetClient CS. 

For more information, please see the help topic Uploading Files to File Exchange.