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.
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
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.
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.
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.
You can post an online ticker that displays continually updated information on stock market indexes or selected individual stocks.
Customizable add-on options are available on a per month, per portal pricing structure and include:
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.
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.
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.
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.
Consider the Value to Our Clients
NetClient CS puts your business ahead of the competition and positions us as your primary advisor.