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NetClient CS®

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.

Service options available via NetClient CS portals (screenshot)

Choose from a range of optional modules to offer a variety of advanced online services to your clients.

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