Welcome to your Secure Client Portal, where you can upload and download sensitive files securely.
Our QUICK START GUIDE will show you just how easy it is!
How do I set up a portal?
If you haven't received an email notification to register your portal, contact Toni and she will send the notification with instructions.
How can I set up Multi-factor Authentication?
MFA provides more security and is highly recommended. If you are not given the option after logging in, click your name on the top right and choose "Manage Multi-factor Authentication." Click "Add Option" then enter your password. You will be prompted to download an app onto your phone, and then scan a QR code to complete the set up. Here is a video about setting up MFA.
What if I am having trouble with Multi-factor Authentication?
The most likely cause is that you have changed your device. MFA syncs with your actual phone as well as your phone number. Contact our office to get a temporary code to log in. Then click your name on the top right of the screen and choose "Manage Multi-factor Authentication" to make changes.
What if I can’t remember my password?
If you don’t remember your password, enter your username and click “Log In.” On the next page, click the “Forgot password?” button. Choose “Reset via email” and enter your username (Login) and associated Email address. A temporary password will be emailed to that address from firstname.lastname@example.org. If you don't receive the email message, contact Toni.
What are the password requirements?
IRS security regulations dictate that passwords will expire at 90 days and must contain at least 8 characters (not including your login or first/last name): to include at least 1 uppercase and 1 lowercase letter, at least 1 number, and at least 1 special character (such as @, #, $, ?). To make your account even more secure, use passwords longer than 8 characters, and do not use common words or repeating characters.
What if I can’t remember my login?
Contact Toni. If she is unavailable, another support staff member can assist you.
How do I change my login or associated email address?
Once you have logged into NetClient CS, click your name on the top right side of your screen. Click "Edit Account" and make any necessary changes. Click "Enter" to save your changes. (We prefer that your portal email address matches our client contact email address.)
How do I send you documents?
To upload your extra documents, click “File Exchange” on the upper left from the home screen of your portal. Click the "Information to CPA" folder, then click "Upload." Either drag and drop files into the box or click “Add files” and choose from your computer. You can add many files into the folder before uploading. Once you have all the files you want uploaded into that folder, click “Start upload”. We will get an email letting us know there are documents on your File Exchange once the upload is complete.
How do I access my return?
There will be folders for an individual and any entities associated on the left side of the screen (as long as we have already uploaded returns to the portal). Click the folder, choose “Tax Returns,” click the folder with the year of the needed return. The returns are in this folder, one .pdf for each return. Continue clicking on a folder to open others, such as K-1’s and e-file forms.
What browser should I use?
NetClient CS supports Google Chrome, Microsoft Internet Explorer version 9.0 and higher, Microsoft Edge, and Mozilla Firefox (the latest version).
Why can’t I edit the organizer anymore?
You are only able to send the organizer in once – after that, you are unable to make changes. You can click “Create a .pdf”, which makes a static copy of the organizer as it was filled out, and then print it and fill it out by hand.
Can I sign my documents electronically?
Yes, you may use the e-signature option to sign engagement letters and consent forms sent to your portal. If filing a joint return, both taxpayer and spouse must sign, so we must have 2 distinct emails and both will receive a notification with a link to access the identity verification process. (This option is not available for businesses due to current IRS regulations.) Here is a video showing how the process works.
All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.