Customizing the portal experience for your users
Includes branding portals and notification messages, determining how users will receive notification messages, creating terms and conditions, setting password requirements, and more
Setting up portals
Includes adding login fields to your website, creating portals and groups, determining which features/modules are appropriate for users, giving NetStaff CS users access to administration, hiding client or company data from NetStaff CS users, and more
Reporting
Includes determining when users last logged in to their portals, viewing the billing report, and more
Troubleshooting
Includes information about supported internet browsers, testing your connection, and finding answers to your questions
Online applications
Giving NetStaff CS users access to applications
Includes giving NetStaff CS users access to CS Professional Suite and Microsoft Office applications, enabling NetStaff CS users to sync Outlook data with mobile devices, giving NetStaff CS users access to NetClient CS users’ bookkeeping data, and more
Giving NetClient CS users access to applications
Includes giving NetClient CS users access to bookkeeping applications, FileCabinet CS, and Microsoft Office applications
Data in Virtual Office CS or SaaS
Includes restoring data and managing disk space
Managing portals and permissions
Bookkeeping
Includes giving NetClient CS and NetStaff CS users access to QuickBooks through Virtual Client Office powered by Right Networks
Document Management
Includes giving users access, sending notifications about new files, adding File Exchange folders, and deleting files and drawers from Document Presentation
Payroll
Includes giving users access to payroll features, deleting checks, completing payroll entry worksheets, and managing Employee Self-Service users
Tax returns and web organizers
Includes removing tax documents from NetClient CS, completing and deleting web organizers, and deleting tax returns for GoSystem Tax RS clients
Other features
Includes Account Aggregation, Links, News, and Staff Availability
Virtual Office CS or SaaS Environment
Installing components and connecting to applications
Includes installing components, such as Citrix and the FileCabinet CS print driver, that are required to work in these environments
Data in Virtual Office CS or SaaS
Includes migrating data, minimizing disk space usage, viewing Virtual Office CS or SaaS Outlook data on a mobile device, and Microsoft Exchange spam filtering
Scanning and printing
Includes printing from and scanning documents into online applications
Staff portals
Bookkeeping
Includes creating export files from Quickbooks, installing and using the CS QuickBooks Data Utility, and working in Virtual Client Office powered by Right Networks
Document Management
Includes viewing and exchanging files through File Exchange, Document Presentation, and ClientFlow, and scanning documents
Tax returns and web organizers
Includes attaching files to a web organizer and completing a web organizer
Other features
Includes Account Aggregation, Links, News, and Staff Availability
Troubleshooting
Includes information about supported internet browsers, testing your connections, and finding answers to your questions