Offer Personal, Private Portals through Your Website
NetClient CS private portals make it easy for you to provide your clients with
secure 24/7 access to advanced online services. With NetClient CS, your 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 your
firm—anytime and from any location via your website.
NetClient CS portals are extensions of your website where you provide individual
clients with self service, 24/7 access to your firm's services using a personalized
ID and password. It's that simple.
With a Private and Secure Portal, Your Clients Can:
- Retrieve and review personal financial documents
- Access their Client Bookkeeping Solution
accounting software
- Enter payroll data and retrieve payroll checks
- Access convenient online communication tools—depending on the online
services you make available to them
- View their 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. Your clients see only your firm's website—and
an advanced level of service.
Choose from a range of optional modules to offer a variety of advanced
online services to your clients.
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