Client Center

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Here are some helpful articles and videos to assist you in navigating our programs.


 

 

Tax Organizers using SafeSend

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Or watch this short Video Tutorial

 

Reviewing & Signing your Tax returns using SafeSend

 


 

 

Our Client Center provides our clients 24/7 access to their accounting and tax information.

  • The Client Login allows our clients to review and download their income tax returns online. Clients can also securely exchange files with our firm using the File Exchange component of their portals.
  • For our clients using QuickBooks, we provide convenience and security by offering QuickBooks in a hosted environment accessible via the QuickBooks Login.
  • Clients can pay their invoices online through the Pay Your Bill login.

 

Click for FILE EXCHANGE PORTAL INSTRUCTIONS

 

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Download the NetClient CS app from the Apple App Store or Google Play Store:

 

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The mobile app is an extension of our Client Center. Using your tablet or mobile device, you can access your tax and accounting documents anytime, anywhere, when you are on the go. You can log into the mobile app with the same username and password that you use to login to our Client Login in the Client Center.

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