NetFirm CS includes enhancements to strengthen data security, protect your business, and comply with IRS security requirements for tax software providers and professionals who use tax software. Our stronger portal security measures extend to your clients as well. To share the impact of these changes with your customers we have created a message template for you. Copy and paste the following text into your preferred method of client communication.
At <<FIRM NAME>>, we care about giving you great service, which includes keeping your personal and financial information secure.
You already use NetClient CS® — our secure, personalized client portals — to access your information and provide information to us. We're pleased to announce the following enhanced portal security features for your NetClient CS account:
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- After 30 minutes of inactivity, your NetClient CS, Accounting CS, Web Employee, and/or Employee Self-Service sessions will time out. You will need to re-enter your login credentials to continue working. Note that processes such as long print jobs will continue during the timeout.
- Your password will now expire after 90 days. In addition, your password must contain at least eight characters, including at least one uppercase character, one lowercase character, one numeric character, and one special character (such as @, #, or $). You can make your NetClient CS accounts even more secure by creating a password that's longer than eight characters.
Note: It is recommended to avoid using the plus sign (+) as a special character.
- If your current password doesn't meet the enhanced requirements, NetClient CS will prompt you to update it the first time you log in.
For more information about password guidelines and tips on creating secure passwords, see the Password guidelines and tips topic in our Help & How-To Center.
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