Tax and accounting

Accounting client management

Provide 24/7 client access to tax and accounting services

Client management software for tax and accounting firms from Thomson Reuters

Reach a new level of collaboration with instant access to the services your clients need.

Stay connected to clients with NetClient CS cloud-based accounting software

Store documents and data in one convenient, easily accessible location:

  • Safely send and receive financial documents and tax returns from any device, at any time
  • Access shared documents easily and save on postage and printing costs with easy-to-set-up client portals
  • Work seamlessly with your current tax software and eliminate the extra steps required when using paper or a third-party solution
  • Streamline business processes with online bill pay and e-signature features

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Organize interactions in a single location with Practice CS Client Management

Strengthen your client relationships and nurture business prospects with easy-to-use, comprehensive CPA practice management software:

  • Sync with your Microsoft® Office contacts in real time for the most current information across both applications
  • Record and save phone calls and notes for every client interaction
  • Ensure you’re invoicing accurately by keeping track of time spent on the phone with clients

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Discover more about our practice management and growth solutions

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