NetStaff CS modules

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The following table provides a brief description of each NetStaff CS module and links to learn more.

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
Administration (free) Enables NetStaff CS users to perform administrative tasks for NetClient CS, NetStaff CS, utilities (including customizing the appearance of portals, running reports, and more), and Employee Self-Service / Web Employee. If your firm has licensed classic Web Builder CS, you can give NetStaff CS users access to Web Builder CS through their NetStaff CS portals. Giving administrative privileges to NetStaff CS users
CBS (hosted Client Bookkeeping Solution) Enables you to give NetStaff CS users access to CBS client company data. Hosted CBS 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
File Exchange (free) Enables NetStaff CS users to exchange files with NetClient CS users in a secure environment. File Exchange administration
Links (free) Enables you to provide NetStaff CS users with links to frequently accessed websites, including websites for research tools. You can also allow NetStaff CS users to add their own links. Links administration
News (free) Enables you to communicating company news. News administration
Software as a Service (SaaS)

Allows you to select the appropriate SaaS profile for each NetStaff CS user.

Note: If your firm does not lease applications through SaaS, you will not see this button. To learn more about SaaS, contact your Account Representative at 800-968-8900.

Virtual Office CS or SaaS administration
Staff Availability (free) Provides a convenient way to track the availability of NetStaff CS users. Modifying a NetStaff CS user’s access to Staff Availability
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 (RN)

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
Virtual Office CS

Allows you to give NetStaff CS users remote access to all CS Professional Suite applications and Microsoft Office applications (Excel, OneNote, Outlook, PowerPoint, Publisher, and Word) for which your firm is licensed.

Note: If your firm does not license applications through Virtual Office CS, you will not see this button. To learn more about Virtual Office CS, contact your Account Representative at 800-968-8900.

Virtual Office CS or SaaS administration

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