The primary NetFirm CS administrator is the person who was designated as your firm’s NetFirm CS administrator on the purchase agreement.
Available as a free download for Apple and Android devices, the NetClient CS mobile app offers your clients on-the-go access to the services and content that your firm has made available to them. This convenient app is a mobile extension of NetClient CS client portal services and makes it even easier for you to connect with your clients and do business anywhere, anytime.
Note: NetClient CS users can download the NetClient CS mobile app to Apple devices that run iOS 6.0 or higher and to Android devices that run Android OS 2.3 or higher.
After your clients download the app, they can log in using their NetClient CS, Employee Self-Service, or Web Employee login and password. By default, the login screen for the app will use the same branding that your firm set up for NetClient CS. Your firm’s primary NetFirm CS administrator and NetStaff CS administrators who have access to Utilities can customize the login screen, header color, and background color for the app.
Note: To learn how to customize the login screen, header color, and background of the app, see Customizing the appearance of the NetClient CS mobile app.
Through the NetClient CS mobile app, NetClient CS users have access to the following items, which enable them to perform the following tasks.
|My Account||Modify logins and passwords.|
|Messages and notifications||View push notifications and notifications that are available through the Messages menu.|
View files that the firm has uploaded, upload files from the device's photo library or from Dropbox, or upload a new picture taken with the device's camera.
In the File Transfers folder, electronically sign documents and accept or reject documents.
|Links that are named for taxpayers or for companies in the Documents section||Access documents that your firm sends to NetClient CS through FileCabinet CS, view tax returns that your firm sends to NetClient CS through UltraTax CS, and view documents that your firm sends to the ClientFlow module through GoFileRoom.|
|My Invoices||View invoices that your firm sends to NetClient CS through Practice CS.|
|Account Aggregation||View personal finance information.|
|Stock Quotes||View continually updated information about stock market indexes or individual stocks.|
|News||View communications from your firm.|
|Links||Access websites via links that your firm adds or that clients add for their own use.|
Through Web Employee or Employee Self-Service, enter time, view a history of time entry, view check stubs, view earnings, view leave balances, view W-2s, and view and edit W-4s.
Apple devices: Download the NetClient CS mobile app from the App Store
Android devices: Download the NetClient CS mobile app from Google Play
- After you download the app, try it out by logging in as one of your NetClient CS users or by viewing the sample data that is available in the app.
- For more information, see tax.thomsonreuters.com/cs-professional-suite/netclient-cs/.