NetClient CS (definition)

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

NetClient CS is the client portal service from CS Professional Suite Web Services. It can greatly increase your ability to provide fast, effective service to your clients while enabling you to run your firm more efficiently.

Licensed users of Payroll CS and Remote Payroll Entry can use the NetClient CS portal service to greatly streamline payroll processing procedures both for your own firm and for your payroll clients.

Using the Utilities > Remote Payroll Export > Export command in Payroll CS, you can transmit basic worksheet information for remote payroll entry from your CSA software to your client's private and personalized portal on your firm's website. That information is uploaded to the client's portal via CS Connect. You can place an immediate CS Connect session to upload the payroll data to the selected client's portal - or you can schedule a future CS Connect session to upload available payroll data that has been queued for multiple clients.

The client then accesses his or her own personalized portal (via Internet browser) and records and saves employee hours and rate information for the current payroll period, adds new employees, records notes to the accountant, and so forth. After saving the payroll information, the client merely needs to click the Payroll Complete button in the browser window. That triggers an automatic message to your firm's email address to alert you that the payroll information has been recorded by the client and is now ready for you to download via CS Connect and import into Payroll CS.

From Payroll CS, you can then use one of the Utilities > Remote Payroll Retrieval commands either to trigger an immediate CS Connect session to download the payroll data from the client's portal - or to schedule a future CS Connect session to download available payroll data from multiple clients. From the Payroll Check Entry window in Payroll CS, you merely need to choose Remote Payroll Entry Import from the Edit menu or from the F3 or right-click context menu to create a batch of unprinted payroll checks for the selected client's employees.

For more information about the NetClient CS personal client portal service, please contact your CS Sales Representative.

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