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Portal Overview

In today’s business environment, it’s possible to do more and more anytime, anywhere, thanks to the Internet. And now, you can work with us online as well. You can access a variety of services anytime, right from our website. It’s as easy and secure as online banking, and all it takes is a NetClient CS® portal.

Once we set up your portal, you can:

  • Get copies of your tax returns; no need to call us or hunt for your paper copy.
  • Send us your QuickBooks files, financial statements, or any other files. It’s encrypted, simple to use, and much more secure than email.
  • Access your bookkeeping files anywhere you have a high-speed Internet connection. We securely maintain all your bookkeeping files and help you keep your files secure.
  • Monitor your investment portfolio and financial reports in one place.

It’s all completely private and secure. And once you’re set up, it’s as easy as logging in to your client portal using a secure ID and password.

Setting up your private portal is fast and easy. Every client in our office is set up with a NetClient CS® portal and you will receive an e-mail with login instructions once you sign on as a client.

Mobile App

Access Your Online Portal Anytime, Anywhere With the NetClient CS® Mobile App
We're pleased that you've been taking full advantage of the convenience of your secure NetClient CS online portal, and if you haven’t, now is the time!

We’re happy to announce that many of the same features available to you via your online portal are available on your mobile device or tablet with the introduction of the NetClient CS mobile app.

Available as a free download to Apple® or Android™ devices, the NetClient CS mobile app offers you on-the-go access to tax returns, financial statements, and other documents, as well as online accounting and payroll services, payroll data, and much more. With this app, you'll have access to the following NetClient CS portal features anywhere and at any time:

  • My Account—Manage all your account details
  • Document Presentation—Access your key documents
  • Messages/Notifications—Read important messages and receive notifications for account activity
  • Stock Quotes—Get quick access to an online stock ticker that's continually updated
  • News and Links—Access industry-related articles, news, and links

To download the NetClient CS mobile app for Apple devices, visit the App Store here.

To download the NetClient CS mobile app for Android devices, visit Google Play here.


If you'd like more information, call us at (503) 597-1321.