2016 Year-End Update & Productivity Training - NetClient CS
Level: Basic
This lecture-style class, designed for both new and experienced users of NetClient CS, will demonstrate how to streamline setup and maximize efficiencies with your tax workflow. In this class, we’ll cover the settings used to make the NetClient CS experience effective for your firm and your clients, discuss methods to set up client accounts, review settings required to integrate NetClient CS with UltraTax CS, Practice CS, and FileCabinet CS for the delivery of client documents which include organizers, tax returns, invoices, and other files. No advance preparation is needed for this class. A high-speed Internet connection is required. Target Audience: Professional Staff.
Course Objectives:
- See how to set up administrative settings and client accounts using various methods
- Explore ways to set up options to integrate NetClient CS with Ultra Tax CS and other CS Professional Suite products
View Topics...
Discover how to push and receive web organizer data
See the steps to deliver tax returns via NetClient CS