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 statement, 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 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.

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

 Employee Self-Service administration
File Exchange (free) Enables NetStaff CS users and NetClient CS users to exchange files in a secure environment. File Exchange administration
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 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. Accounting CS: Remote payroll features administration
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
Virtual Client Office Enables your firm to provide NetClient CS users with remote access to FileCabinet CS and Microsoft Office applications (Excel, OneNote, Outlook, PowerPoint, Publisher, and Word). Virtual Client Office (CS) administration
Web Organizer Enables you to send client organizers to your clients through a private NetClient CS web portal. A web portal is a secure environment that requires a unique password to access. Web Organizer overview

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