NetClient CS modules

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The following table provides a brief description of each NetClient CS module and links to topics that contain detailed information.

Module Description For more information, see
Account Aggregation

Enables NetClient CS users and NetStaff CS users to view personal finance information through their portals.

Account Aggregation administration
Document Presentation (free)

Allows you to provide NetClient CS users with secure, static PDF files of documents such as tax returns, financial statements, and payroll reports.

In addition, you can give NetStaff CS users access to NetClient CS users’ Document Presentation files.

Document Presentation administration
Employee Self-Service or Web Employee Enables your clients’ employees to view their check stubs, W-2s, and W-4 information. You can also enable clients’ employees to enter their own time through Employee Self-Service or Web Employee.

Note: If your firm is licensed for Accounting CS Payroll, you can also enable clients’ employees to view Forms 1099-MISC (for independent contractors).

Employee Self-Service or Web Employee administration
File Exchange (free) Enables NetStaff CS users and NetClient CS users to exchange files in a secure environment. File Exchange administration
FileRoom If your firm is licensed for GoFileRoom, enables NetClient CS users to view documents that have been published from GoFileRoom version 12 or higher. Modifying a NetClient CS user’s access to FileRoom documents
Links (free) Enables your firm to provide links to useful websites to NetClient CS users. NetClient CS users can add their own links to the Links module. Links administration
News (free) Helps your firm communicate news to NetClient CS users. News administration
Remote Authorization With the appropriate application licenses, enables your firm to enter and upload payables for NetClient CS users. The NetClient CS user then reviews and authorizes payables, which a NetStaff CS user can import and merge with his selections. Remote Authorization administration
Remote Check Printing With the appropriate application licenses, enables your firm to prepare payroll and vendor checks and transmit a PDF file of check images for a NetClient CS user to print.
Remote Payroll Entry with Payroll CS After you export a payroll worksheet from Payroll CS to NetClient CS, enables a payroll administrator at the client site to enter time for employees. Remote Payroll administration — Payroll CS
Remote Payroll Entry with Accounting CS After you export timesheet information from Accounting CS to NetClient CS, enables a payroll administrator at the client site to enter time for employees. Remote payroll features administration — Accounting CS
Stock Quotes (free)

Gives your NetClient CS users and NetStaff CS users access to continually updated information on stock market indexes or individual stocks of their choosing.

Modifying a user’s access to the Stock Quotes module
Virtual Client Office Enables your firm to provide NetClient CS users with remote access to hosted CBS, FileCabinet CS, and Microsoft Office applications (Excel, OneNote, Outlook, PowerPoint, Publisher, and Word).
Virtual Client Office, powered by Right Networks

Enables your firm to provide NetClient CS users and NetStaff CS users with remote access to QuickBooks, SmartVault, and Microsoft Office applications.

Virtual Client Office, powered by Right Networks, administration

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