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NetClient CS Offers Ultimate Convenience to Your Clients

With NetClient CS, you can provide these advanced online services to increase both the productivity of your clients and your firm:

Document Presentation

Provide your clients with 24/7 access to electronic copies of their financial documents—tax returns, financial reports—or any other files that you make available to them via their private NetClient CS portal.

CBS ASP

Enable your clients to use an online version of Client Bookkeeping Solution software, including check writing, payroll, accounts payable, and/or accounts receivable.

Remote Payroll Data Entry

Allows for fast and efficient payroll data exchange with your clients, and seamless data flow directly into your Payroll CS software. Combined with Remote Payroll Check Printing, you can provide clients with the convenience and speed of printing their own payroll checks, which your firm has generated.

Remote Payroll Data Entry screen in NetClient CS

With Remote Payroll Data Entry in NetClient CS, clients can enter payroll data 24/7 from any location and it flows directly into Payroll CS for processing.

UltraTax/1040 Portals

Offer your clients private and secure portals to access their web-based Client Organizer and an electronic copy of completed tax returns.

UltraTax CS Web Organizer

Give your clients a convenient way to organize tax information and provide it to you via your website. Once completed, you can import the information directly into UltraTax CS, eliminating the need to key in data.

Web Employee

Provide your clients' employees with read-only access to electronic copies of their payroll information, including paycheck stubs, W-2s, and earnings history. Employees can access information from your website using private and secure portal technology.

File Exchange

Share working files and exchange information with your clients conveniently via the web.

File Exchange Explorer screen in NetClient CS

Offer clients 24/7 access to working and final documents whenever they need them and from wherever they have an Internet connection.

Remote Payment Authorization

Act as controller for your clients. Clients simply transfer control of their checkwriting and accounts payable tasks to your firm—authorizing you to make payments on their behalf.

Account Aggregation

Enable your clients to collect their financial information from a variety of sources and view it in a single location, making it easier to analyze their total financial holdings.

Stock Quotes

Post an online ticker displaying continually updated information on stock market indexes, or selected individual stocks.

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Workflow Integration

NetClient CS

Enhance your workflow with:

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