Overview of the Virtual Client Office environment

Alerts and notices

Virtual Client Office

Virtual Client Office provides remote access to Accounting CS, Client Bookkeeping Solution, FileCabinet CS, and/or Microsoft Office applications. Your accountant controls access to the remote applications by setting permissions for individual NetClient CS users.

Note: To view the steps required to work with application data in the Virtual Client Office environment, see Getting started with Virtual Client Office.

Opening applications

You can open applications in the Virtual Client Office environment by clicking the Applications link in the navigation pane and then clicking the application icon. (If you don’t see these items, you don’t have access to applications through Virtual Client Office.)

You can also access applications through the Virtual Client Office widget in the Home Dashboard.

Note: If you experience a connection problem because your internet service provider (ISP) uses a firewall or proxy, you can use an alternate port to access Virtual Client Office applications.

Accessing help for applications that run in the Virtual Client Office environment

To access help while using applications in the Virtual Client Office environment, open the application and choose Help > Help & How-To .

Customizing the Virtual Client Office screen

If the screen includes icons that you rarely use, you can hide the icons. You can also move icons for the applications you use most to the top of the screen.

Related topics

Downloading Citrix Receiver

Accessing local network drives through applications that run in the Virtual Client Office environment

Printing in the Virtual Client Office environment

Working with applications that run in Virtual Client Office on an iPad

Working in Microsoft Office 2016

Virtual Client Office frequently asked questions