Browse subjects for NetFirm CS

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Customizing the portal experience for your users Details

Includes branding portals and notification messages, determining how users will receive notification messages, creating terms and conditions, setting password requirements, and more

Setting up portals Details

Includes adding login fields to your website, creating portals and groups, determining which features/modules are appropriate for users, giving NetStaff CS users access to administration, hiding client or company data from NetStaff CS users, and more

Reporting Details

Includes determining when users last logged in to their portals, viewing the billing report, and more

Troubleshooting Details

Includes information about supported internet browsers, testing your connection, and finding answers to your questions

Online applications

Giving NetStaff CS users access to applications Details

Includes giving NetStaff CS users access to CS Professional Suite and Microsoft Office applications, enabling NetStaff CS users to sync Outlook data with mobile devices, giving NetStaff CS users access to NetClient CS users’ bookkeeping data, and more

Giving NetClient CS users access to applications Details

Includes giving NetClient CS users access to bookkeeping applications, FileCabinet CS, and Microsoft Office applications

Data in Virtual Office CS or SaaS Details

Includes restoring data and managing disk space

Managing portals and permissions

Bookkeeping Details

Includes giving NetClient CS and NetStaff CS users access to QuickBooks through Virtual Client Office powered by Right Networks

Document Management Details

Includes giving users access, sending notifications about new files, adding File Exchange folders, and deleting files and drawers from Document Presentation

Payroll Details

Includes giving users access to payroll features, deleting checks, completing payroll entry worksheets, and managing Employee Self-Service users

Tax returns and web organizers Details

Includes removing tax documents from NetClient CS, completing and deleting web organizers, and deleting tax returns for GoSystem Tax RS clients

Other features Details

Includes Account Aggregation, Links, News, and Staff Availability

Virtual Office CS or SaaS Environment

Installing components and connecting to applications Details

Includes installing components, such as Citrix and the FileCabinet CS print driver, that are required to work in these environments

Data in Virtual Office CS or SaaS Details

Includes migrating data, minimizing disk space usage, viewing Virtual Office CS or SaaS Outlook data on a mobile device, and Microsoft Exchange spam filtering

Scanning and printing Details

Includes printing from and scanning documents into online applications

Staff portals

Bookkeeping Details

Includes creating export files from Quickbooks, installing and using the CS QuickBooks Data Utility, and working in Virtual Client Office powered by Right Networks

Document Management Details

Includes viewing and exchanging files through File Exchange, Document Presentation, and ClientFlow, and scanning documents

Tax returns and web organizers Details

Includes attaching files to a web organizer and completing a web organizer

Other features Details

Includes Account Aggregation, Links, News, and Staff Availability

Troubleshooting Details

Includes information about supported internet browsers, testing your connections, and finding answers to your questions

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