NetClient CS private portals make it easy for you to provide your clients with secure 24/7 access to advanced online services. With NetClient CS, your clients can log in to their client accounting software and access a convenient and secure way to access documents and software, transfer data, and exchange information with your firm—anytime and from any location via your website.
NetClient CS portals are extensions of your website where you provide individual clients with self service, 24/7 access to your firm's services using a personalized ID and password. It's that simple!
For more information, please visit the NetClient CS section on the CS.ThomsonReuters.com website.
NetClient CS Offers Ultimate Convenience to Your Clients
With NetClient CS, you can increase both the productivity of your clients and your firm by providing the following online services:
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 our client accounting software, Client Bookkeeping Solution , including check writing, payroll, accounts payable, and/or accounts receivable.
Remote Payroll Data Entry
Enjoy the time saving benefits of a paperless payroll process. Allow for fast and efficient payroll data exchange with your clients and seamless data flow directly into your Payroll CS software. Combined with Remote Check Printing , you can provide clients with the convenience and speed of printing their own payroll checks, which your firm has generated, using their own laser printer.
UltraTax/1040 Portals
Offer your clients private and secure portals to access, complete, and submit their web-based Client Organizer and receive 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 it's completed, you can transfer 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 safely, securely, and conveniently via the web.
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
Keep your website visitors coming back by posting an online ticker that displays continually updated information on stock market indexes or selected individual stocks.
General Requirements
CS Professional Suite® and Enterprise Suite™ applications are designed for professional production work. Our system requirements are based on the assumption that professional accounting firms replace their computer hardware and operating systems approximately every three years.
While our software may operate on less powerful hardware and operating systems, we do not believe it will perform at a level suitable for production work in those environments. Of course, as processing speed and RAM are increased, software performance will also improve. We recommend business class computers, which generally offer higher levels of performance than home models when running business applications.
The following links provide access to the general requirements for the current versions of all of our applications. However, some products have more stringent and/or additional requirements beyond those documented in the general requirements sections. Be sure to read the Product-Specific Requirements as well as the general requirements.
Contact Us
CS Professional Suite & Enterprise Suite
Tel: +1 800.968.8900
CS.Sales@ThomsonReuters.com