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NETCLIENT CS® ONLINE SERVICES

NETCLIENT CS

Exchange files, download finished documents, and more–from any high-speed Internet connection.
Entrepreneurs like you can do business anytime, anywhere. And now, so can your accounting firm.
NetClient CS enables you to access your accounting and tax information and work with us from any high-speed Internet connection, 24 hours a day, seven days a week. Using NetClient CS is as easy as online banking or shopping, and it’s completely secure.

Once you’re up and running on NetClient CS, you’ll have your own secure, password-protected
online portal that you access from our website. Just log in from your web browser for instant access.

A NETCLIENT CS PORTAL ALLOWS YOU TO:

View and print tax documents, including finished tax returns and more

Exchange files with us — any file, any time

Do day-to-day bookkeeping and manage documents with Virtual Client Office™

View and pay invoices from us online

Enter your payroll data using a customized worksheet

Print live payroll checks right in your office and avoid the hassle of coordinating pickup and delivery schedules

Track your investment portfolio

View and print check stubs and W-2s and edit W-4 information using WebEmployee

STATE-OF-THE-ART SECURITY

Our NetClient CS portals are hosted at some of the largest, most secure data centers in the
world. It uses the industry’s most advanced security and reliability measures to keep your data safe, including:

Built-in redundancy: Multiple data locations, Internet connections, and power sources keep your portal up and running at all times

Secure password protection: A comprehensive password system provides you with worry-free access

128-bit encryption: This protects your data as it travels between the data center and your computer

Videos

Uploading Files to File Exchange
This video shows how to upload files to File Exchange, if we’ve given you permission to upload files. Length: 3:24

Viewing and Downloading Files from File Exchange
This video shows how to access and print files through the File Exchange module. Length: 2:29

Viewing Document Presentation Files
This video shows how to view, download, and print files through Document Presentation as often as necessary without having to request mailings or delivery. Length: 1:58



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