GoFileRoom v.12 integration with NetClient CS

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

If your firm is licensed for NetFirm CS, you can publish client documents (such as personal financial documents or tax returns) from FileRoom to NetClient CS. Your clients can then view the published documents through their private, secure NetClient CS portals.

Click the following topics to view information related to using GoFileRoom v.12 with NetClient CS.

For information about giving NetClient CS users access to FileRoom documents, see the NetFirm CS topic Modifying a NetClient CS user’s access to FileRoom documents.

Share This