NetClient CS |
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Personal and Private Portals through Our Website
NetClient CS private portals make it easy for you by providing our clients with secure 24/7 access to advanced online services. With NetClient CS, our clients can log in to their client accounting software and access a convenient and secure way to access documents and software, transfer data, and exchange information with us—anytime and from any location via our website. |
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NetClient CS portals are extensions of our service where we provide individual clients with 24/7 access to our services from anywhere with an internet connection by using a personalized ID and password. It's that simple. |
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With a Private and Secure Portal, Our Clients Can: * Retrieve and review personal financial documents * Access your Client Bookkeeping Solution accounting software * Enter payroll data and retrieve payroll checks * Access convenient online communication tools * View your financial accounts at a glance, in one location NetClient CS uses the efficiency of the Internet and the security of password protection, data encryption and the Class IV Thomson Reuters Data Center. Our clients gets an advanced level of service. |
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Choose from a range of optional modules to offer a variety of advanced online services to our clients.
NetClient CS Offers Ultimate Convenience to Our Clients
With NetClient CS, we can increase the productivity of our clients. The simple pricing structure makes it easy to implement and create portals for all our clients. For a flat monthly rate, you can position your business ahead of the competition. Basic portals include the following online services:
Document Presentation
Provide our clients with 24/7 access to electronic copies of their financial documents—tax returns, financial reports—or any other files that you need available via your private NetClient CS portal.
File Exchange
You can share working files and exchange information safely, securely, and conveniently via the web.
Tax Return Delivery
We offer our clients private and secure portals to access an electronic copy of their completed tax returns.
1040 Individual Client Web Organizer
We give our clients a convenient way to organize tax information and provide it to you via your website.
With NetClient CS, we can increase the productivity of our clients. The simple pricing structure makes it easy to implement and create portals for all our clients. For a flat monthly rate, you can position your business ahead of the competition. Basic portals include the following online services:
Document Presentation
Provide our clients with 24/7 access to electronic copies of their financial documents—tax returns, financial reports—or any other files that you need available via your private NetClient CS portal.
File Exchange
You can share working files and exchange information safely, securely, and conveniently via the web.
Tax Return Delivery
We offer our clients private and secure portals to access an electronic copy of their completed tax returns.
1040 Individual Client Web Organizer
We give our clients a convenient way to organize tax information and provide it to you via your website.
Offer clients 24/7 access to working and final documents whenever they need them and from wherever they have an Internet connection.
News and Information
Offer our clients access to industry related articles and information.
Stock Quotes
You can post an online ticker that displays continually updated information on stock market indexes or selected individual stocks.
Additional Options
Customizable add-on options are available on a per month, per portal pricing structure and include:
Account Aggregation
Enable our clients to collect their financial information from a variety of sources and view it in a single location, making it easier to analyze their total financial holdings.
CBS ASP
We enable our clients to use an online version of our client accounting software, Client Bookkeeping Solutions, including check writing, payroll, accounts payable, and/or accounts receivable.
Remote Payroll Data Entry
Enjoy the time saving benefits of a paperless payroll process. Allow for fast and efficient payroll data exchange with our clients and seamless data flow directly into our Payroll CS software. Combined with Remote Check Printing, we can provide our clients with the convenience and speed of printing your own payroll checks using your own laser printer.
Offer our clients access to industry related articles and information.
Stock Quotes
You can post an online ticker that displays continually updated information on stock market indexes or selected individual stocks.
Additional Options
Customizable add-on options are available on a per month, per portal pricing structure and include:
Account Aggregation
Enable our clients to collect their financial information from a variety of sources and view it in a single location, making it easier to analyze their total financial holdings.
CBS ASP
We enable our clients to use an online version of our client accounting software, Client Bookkeeping Solutions, including check writing, payroll, accounts payable, and/or accounts receivable.
Remote Payroll Data Entry
Enjoy the time saving benefits of a paperless payroll process. Allow for fast and efficient payroll data exchange with our clients and seamless data flow directly into our Payroll CS software. Combined with Remote Check Printing, we can provide our clients with the convenience and speed of printing your own payroll checks using your own laser printer.
With Remote Payroll Data Entry in NetClient CS, clients can enter payroll data 24/7 from any location and it flows directly into Payroll CS for processing.
Remote Check Printing
Release completed payroll information back to our clients and allow them to print their own payroll checks.
Remote Payment Authorization
We can act as controller for our clients. Clients simply transfer control of their checkwriting and accounts payable tasks to us—authorizing us to make payments on their behalf.
Web Employee
Provide our clients' employees with read-only access to electronic copies of their payroll information, including paycheck stubs, W-2s, and earnings history. Employees can access information from our website using private and secure portal technology.
Hosted QuickBooks® powered by Right Networks®
We allow our clients access to their QuickBooks software—24 hours a day, seven days a week through NetClient CS portals.
Consider the Value to Our Clients
NetClient CS puts your business ahead of the competition and positions us as your primary advisor.
Now You can:
Build profit—Client portals are a powerful tool for reducing printing, postage, and filing costs.
Save time—The ability to exchange documents instantly and post finished documents online for 24/7 access offers incredible time savings.
Ensure security—NetClient CS is one of the easiest and most advanced ways to comply with information security mandates, even when you're working with large files. Your data stays secure and accessible, and you benefit from minimal up-front investment, no security worries, and automatic backups.
Unmatched reliability—With 8 years' experience in client portals, NetClient CS is a trusted leader in the industry.
Release completed payroll information back to our clients and allow them to print their own payroll checks.
Remote Payment Authorization
We can act as controller for our clients. Clients simply transfer control of their checkwriting and accounts payable tasks to us—authorizing us to make payments on their behalf.
Web Employee
Provide our clients' employees with read-only access to electronic copies of their payroll information, including paycheck stubs, W-2s, and earnings history. Employees can access information from our website using private and secure portal technology.
Hosted QuickBooks® powered by Right Networks®
We allow our clients access to their QuickBooks software—24 hours a day, seven days a week through NetClient CS portals.
Consider the Value to Our Clients
NetClient CS puts your business ahead of the competition and positions us as your primary advisor.
Now You can:
Build profit—Client portals are a powerful tool for reducing printing, postage, and filing costs.
Save time—The ability to exchange documents instantly and post finished documents online for 24/7 access offers incredible time savings.
Ensure security—NetClient CS is one of the easiest and most advanced ways to comply with information security mandates, even when you're working with large files. Your data stays secure and accessible, and you benefit from minimal up-front investment, no security worries, and automatic backups.
Unmatched reliability—With 8 years' experience in client portals, NetClient CS is a trusted leader in the industry.
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