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See how Document Presentation can give your clients access to files that your firm stores in FileCabinet CS. (1:33)
Learn more about NetClient CS portals and FileCabinet CS
Designating a FileCabinet CS Drawer as a Contributor to NetClient CS (1:44)
Learn how to designate FileCabinet CS drawers as contributors to NetClient CS.
For Your Clients: Printing Checks (1:46)
Produced for the benefit of your clients, this video shows how to print payroll and vendor checks through NetClient CS.
For Your Clients: Viewing Files (1:45)
Produced for the benefit of your clients, this video shows how to view and download files as often as necessary without having to request mailings or delivery.
Delivering Returns to Clients via Web Portals (3:16)
See how easy it is to provide your 1040 clients with 24/7 access to their returns via private secure portals that they can access from your firm's website.
Joining the Ideas Community (4:49)
Want to suggest an enhancement to one of our products? Great - we're listening! Simply join the appropriate Ideas Community to make a suggestion. This video shows you how.
For Your Clients: Uploading Files to File Exchange (2:54)
Produced for the benefit of your clients, this video demonstrates how to upload files to File Exchange through NetClient CS.
For Your Clients: Paying Invoices (1:40)
Produced for the benefit of your clients, this video shows how to pay an invoice through NetClient CS.
Transmitting FileCabinet CS Documents to NetClient CS (2:48)
See how easy it is to transfer FileCabinet CS documents to NetClient CS portals.
Choosing FileCabinet CS Documents for Transfer to NetClient CS Portals (2:05)
See how to choose entire FileCabinet CS document folders or specific documents for transfer to NetClient CS portals.
For Your Clients: Entering Payroll Data (2:02)
Produced for the benefit of your clients, this video shows how NetClient CS users can enter payroll data in payroll worksheets that are sent from Creative Solutions Accounting.
Gathering Information using 1040 Web Organizers (5:09)
See how web client organizers allow your 1040 clients to enter their data online for your use in UltraTax CS.
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