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NetClient
With
NetClient portals our firm is always open for
business… your business.
Services
That
Simplify Your Life
NetClient
comes with several convenient, easy-to-use, online services.
We’ll work with you to customize NetClient to
best meet your needs.
Document Presentation –
Need a copy of your W-2’s or a tax return to apply for a bank
loan? Need payroll
reports for an early morning meeting?
Just log into your files on NetClient… and
then view or print your information.
File Exchange – Retrieve
and send documents we’re working together on via your portal.
It’s a great way to make quick changes to work in progress.
CBS ASP – Use this online
version of Client Bookkeeping Solution (CBS) software to streamline
your day-to-day bookkeeping and check-writing tasks. Access your software from our website, just as if it resided
on your computer. Post
your transactions as usual, and then we take care of the rest.
You’re always using the latest version of the software, and
it is accessible from anywhere!
You won’t have to worry about transferring the file to us
– we’ll have access to them to help you any time.
Remote Payroll Data Entry –
Need to get your payroll data to us?
Just login from work or home in this very secure and private,
encrypted environment. We
will customize a worksheet especially for you to speed up the
process.
Remote Payroll Check Printing
– You can even print your payroll checks in your office!
As soon as we’ve processed your payroll checks, we make
them available to you via your portal so that you can download and
print them instantly. That’s
quick delivery!
Tax Organizer – The
personal tax organizer makes it easy for you to give us the tax
information we need to process your return at year end.
Simply fill out the guide in your portal.
You can stop and start again at your convenience.
When you’ve completed it, we’ll be notified, and will
simply retrieve it from your portal.
Account
Aggregation
– View the account information for your financial holdings in one
convenient place to see a dynamic picture of your finances.
All
NetClient services are designed to provide you with
quick, accurate, convenient access to your financial information and
data – using the power of the Internet.
Frequently
Asked Questions
What
is a portal?
A
portal is a private doorway to information.
NetClient portals are private, secure areas on
the Internet, accessible to only you via our website.
Think of NetClient as a private online office
that only you and we can enter.
What
types of files can I exchange with you?
You
can exchange any type of file!
You can exchange Microsoft Office files, budget templates,
and forecasting documents with no faxing, postage, or courier costs
– all in a secure environment!
How
do I access my account information?
It’s
easy:
1.
Visit our website.
2.
Click on the “Client Login” link.
3.
Login using your personalized ID and password.
4.
Use any or all of the available online services we have
personalized for you.
When
and how often can I access my account information?
You
can access your account as often as you like – any time of the day
or night, any day of the week, from any place where you have an
Internet connection.
Do
I need a password?
Yes.
Once you sign up to use NetClient, you’ll receive
your own private ID and Password.
What
do I do if I forget my password?
Contact
us. Click on the “forgot your password?” link and we’ll email
it to you in a hurry.
Is
NetClient secure?
Absolutely!
Your software and data are in the most secure location available –
a Class-IV, IBM-certified data center.
The data center takes every precaution to guarantee the
safety and integrity of your data.
Access
Critical Information
When You Need it Most
You’re
busy running your business, often long after “traditional”
business hours. Our
firm recognizes this and understands the demands of today’s
competitive climate. That’s
why we’re always looking for ways that will make it easier and
faster for you to get the service you need from us – any time, day
or night.
And
that’s why we offer NetClient.
NetClient
uses the power of the Internet to let you access our services
directly from our website – using a secure, private portal
that’s especially for you. (If
you’ve ever checked your banking information or personal
investments online, then you’ve accessed a portal.)
NetClient
is like a virtual visit to our office! It is:
·
Convenient – Access you information 24/7/365, from any
place you have an Internet connection.
·
Secure – Enter your password-protected portal where only
you and we can access your files.
·
Fast – Within moments you can access files and software,
enter data, and more!
The
Accountant Is In
Now
you can get your financial information – and services – from the
convenience of your desk, your home, your bank, or anywhere with an
Internet connection!
Most
important, NetClient is available when you want it.
You don’t have to plan your schedule around our business
hours. Instead you can
simply visit our website, enter your private portal, access the
services you need, and be on your way!
Smart,
Simple, Secure…
and Available When You Need It
NetClient.
It’s smart. It’s
simple. It’s secure. And
it’s personalized for you. As
your accounting firm, we’re pleased to have earned your trust and
confidence. We
understand the value you place on your security and privacy – and
we value them a much as you do.
We offer this online service with you needs- for readily
accessible, secure information – in mind.
Security
– for Your Peace of Mind
When
you use NetClient, you can be assured that your
software and data are in the most secure location available – a
Class-IV, IBM-certified data center. The data center takes every precaution to guarantee the
safety and integrity of your data.
Built-in redundancy with automatic failover to a mirrored
facility continuously ensures that availability of the environment
under even the most extreme circumstances.
Sign
Up Today
Save
time – and get information you want when you want it.
It’s NetClient.
It’s private. It’s secure. It’s
convenient. And it’s
available from our firm. To
learn more or to sign up for Net Client, call us today.
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