NetClient CS Online Tax and Accounting Services
Give Your Clients 24/7 Access to Your Online Accounting Services with NetClient CS Portals
NetClient CS private portals offer you and your clients a convenient way to access documents and software, transfer data and convey information. As private, secure extensions of your own website, portals give clients 24/7 access to online accounting services and from any internet connection.
Share Documents and More
Private, secure portals enable your clients to retrieve and review personal financial documents and tax returns, access their Accounting CS Client Access and other software using Virtual Client Office, enter payroll data and retrieve payroll checks, and use convenient online communication tools.
Save Time and Money
Portals also allow you to reduce printing, postage and filing costs, and save time with instant document exchange. No more playing schedule tag with clients—when tax returns, financial statements and other documents are ready, just post them in the clients' portals for their review. Your time is freed up to offer a wider variety of services, attract new clients, and strengthen your relationship with your existing clients.
Online Client Accounting Software and More
An extension of NetClient CS, Virtual Client Office allows you to offer your business clients 24/7 remote access to client bookkeeping, document management, and/or Microsoft® Office applications through their NetClient CS portal on your firm's website.
Create Portals with Ease
The simple pricing structure of NetClient CS makes it easy for you to implement and create client portals for accountants. And for your client, using NetClient CS is as simple as accessing your website, clicking the Client Login link, and entering their personalized ID and password.
Add value with NetClient Legal and Business Forms
Expand your services as your clients' trusted advisor by offering them basic legal and business forms through NetClient CS Legal and Business Forms, powered by LegalStreet.
Available via the convenience of NetClient CS online portals, this feature will give you and your clients access to an easy-to-use online forms library tailored for engagements with business owners.
NetClient CS is mobile
The NetClient CS mobile app offers your clients on-the-go access to the services and content your firm has made available. Your 1040 and business clients can access tax returns, financial statements, and other documents pushed to NetClient CS by your firm, as well as online accounting and payroll services, and much more.
What Type of Portal is Right for Your Firm?
Are you using a third-party solution for your firm's client logins? See how much easier an integrated portal solution can make life for your clients—and for you—in this infographic.
Paper or Portal?
How many steps could you save if you opted for an integrated portal solution that works with your tax software?
On Demand Demo: NetClient CS and NetStaff CS: Portals for Clients and Staff
Enhance Customer Service with NetClient CS
See how Net Client CS and NetStaff CS portals use technology, security, and convenience to enhance customer service and collaboration while providing accessibility and flexibility to your clients, staff, and firm—without inconveniencing your staff or your bottom line.
Product Brochure: NetClient CS
Provide Anytime Access to Services
Learn how NetClient CS provides 24/7 access to tax and accounting services online for your clients.
"The client’s portal interface is easily navigated, with a Virtual Client Office available that offers quick access to any documents that have been placed in the portal."
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