Tax & Accounting Blog

NetClient CS Legal and Business Forms

Accounting Firms, CS Professional Suite Client Portal & Website Solutions July 9, 2015

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A Simple Resource for Today’s Complex Regulatory Needs

In a time of increasing regulatory complexity, it’s vital for small business owners to have access to simple resources that keep them compliant with tax and legal requirements.

As your business clients’ trusted advisor, you can now expand your services by offering basic legal and business forms through a new NetClient CS feature: NetClient CS Legal and Business Forms, powered by LegalStreet – recently named a 2015 Top New Product by Accounting Today.

This easy-to-use online legal and business forms library, developed in partnership with LegalStreet (part of the Thomson Reuters Legal business), is tailored for engagements with business owners. It’s a convenient and flexible way to give your business clients access to the forms they need – and to be sure that they complete the forms accurately.

NetClient CS Legal and Business Forms includes basic forms that are routinely needed when working with business clients, although it’s not intended for managing complex situations requiring legal advice or representation.

Once the feature is activated, you and your business client share access to their forms – which you can determine on a client-by-client basis – via NetClient CS portals. Clients have access to helpful step-by-step guidance for completing the forms, and they can then review the forms and submit them to you via their portal.

Here are just a few examples of the forms available with NetClient CS Legal and Business Forms:

  • General Business Forms
  • Commercial Lease
  • Bill of Sale
  • HR & Employment Forms
  • Employment Manual
  • Drug Testing Authorization
  • Corporation Forms
  • Articles of Incorporation
  • S Corporation Election
  • LLC Forms
  • Articles of Organization
  • Operating Agreement

For more information, check out the NetClient CS Legal and Business Forms Fact Sheet (PDF).

You can read more about Accounting Today’s 2015 Top New Products, including NetClient CS Legal and Business Forms, at (login required).