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Login Support

Welcome to our Login Support Page.  Here you will find resources to help you to fully utilize your secure account to send and retrieve your financial and tax information.  If you are a client and do not yet have a Client Portal, please contact our office.  Below are two brief videos that explain how to view, upload and download documents from the portal.

Uploading Files to File Exchange
  • This video shows how to upload files to File Exchange, if we've given you permission to upload files. Length:(3:24)

Viewing and Downloading Files from File Exchange
  • This video shows how to access and print files through the File Exchange module. Length:(2:29)

Access Your Online Portal Anytime, Anywhere 

Apple and Android smartphone can now access tax returns, financial statements and other documents right from your smartphone. The app is called NetClient CS mobile and it is available as a free download.  With the app, you'll have access to your documents, receive notifications for account activity and manage account details.  To download the app, use the following links: 

Apple iPhone users click here.  

Android users click here.   

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.