Once you are logged in, your portal home page will open. If you forget your login ID, please email us and we will provide that to you.Ĥ. If you forget your password, click on “Forgot Password” and you will have an opportunity to reset it we will not have access to your password, only you will know that information. The login page will provide a place to insert your login ID and password. Visit our website and click “Client Portal”. You will then receive an email from us thru NetClient, directing you to follow the provided link and set up a login ID (we recommend you use your email address) and a password.ģ. Provide your preferred email address to us as soon as possible by emailing by phone to Debbi (91), or when visiting our office.Ģ. This convenient app is a mobile extension of NetClient CS client portal services making it even easier for you to connect with us and do business anywhere, anytime.ġ. You can now access and view tax returns, financial statements, and other documents pushed to NetClient CS by Hollis Kuckelman VanDeVeer, Chtd, as well as online accounting and payroll services, payroll data, and much more. Historical Tax Return Storage: We offer you a private and secure portal to access an electronic copy of your completed tax returns for up to 7 years using Document Presentation.Īvailable as a free download to Apple® or Android devices, the NetClient CS mobile app offers you on the go access to the services and content we have made available. We now offer the following online capabilities:įile Exchange: You now can share working files and exchange information with us safely and conveniently via the web, including the upload of multiple files at once with no file size limitation and using secure 256-bit encryption to protect your data.ĭocument Presentation: You now have 24/7 access to electronic copies of your business and personal financial documents via your NetClient CS online portal.ġ040 Organizer: You now have a convenient way to access your organizer and assemble your tax information you can either download, print and return your information as before or upload your tax documents to us via your portal. NETCLIENT CS PORTAL: ULTIMATE CONVENIENCE! If they can't recover from a simple corrupt file. I will not enter my data on their platform again. I will not trust my work to their platform and now my CPA is going to have to figure out how to work with me on paper again (or find another provider). I checked, and of course their marketing brochure material talks about their advanced data safety systems. They had no backups of my prior versions of the Tax Organizer. Well after a very difficult time reaching the right people at Thompson-Reuters, and after what I believe was a sincere effort on the part of the Tech Support manager - they informed me that the data was corrupt and unrecoverable. Since I spent a couple weeks on it, you'd guess that they have multiple nightly backups and at worst - I'd lose the last day's worth of data. After spending 2 weeks (off and on) completing the organizer and hitting the final "Submit" button - my CPA didn't receive it and the data was gone from my Client folder. My CPA uses NetClient CS for us to complete our 'Tax Organizer' - from there he does his magic and produces my (somewhat complicated) tax filing.
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