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NetClient CS mobile app
The NetClient CS mobile app offers on-the-go access to the services and content that is available for you. This app is a mobile extension of NetClient CS client portal services and helps you connect with your clients anywhere, anytime.
- NetClient CS users can download the NetClient CS mobile app from the App store to Apple devices that run iOS 8.0 or higher and from Google Play to Android devices that run Android OS 5.0 or higher.
- Thomson Reuters develops mobile applications and software for professional use. The NetClient CS mobile app is rated 17+ on the Apple App Store because the mobile app's privacy policy opens in your mobile device's internet browser.
Sign into the mobile app
Sign into the mobile app using the NetClient CS or Employee Self-Service sign in and password. By default, the sign in screen for the app will use the same branding that your firm set up for NetClient CS. Your firm's primary NetFirm CS administrator and NetStaff CS administrators who have access to Utilities can customize the sign in screen, header color, and background color for the app.
The primary NetFirm CS administrator is the person who was designated as your firm's NetFirm CS administrator on the purchase agreement.
NetClient CS mobile app features
Item | Task |
|---|---|
My Account | Modify logins and passwords |
Messages and notifications | View push notifications and notifications that are available through the Messages menu |
File Exchange | View files that the firm has uploaded, upload files from the device's photo library or from Dropbox, or upload a new picture taken with the device's camera. In the File Transfers folder, electronically sign documents and accept or reject documents. |
Links that are named for taxpayers or for companies in the Documents section | Access documents that your firm sends to NetClient CS through FileCabinet CS, view tax returns that your firm sends to NetClient CS through UltraTax CS, and view documents that your firm sends to the ClientFlow module through GoFileRoom |
My Invoices | View invoices that your firm sends to NetClient CS through Practice CS. |
Account Aggregation | View personal finance information |
News | View communications from your firm |
Links | Access websites via links that your firm adds or that clients add for their own use |
Payroll features | Through Employee Self-Service, enter time, view a history of time entry, view check stubs, view earnings, view leave balances, view W-2s, and view and edit W-4s |
This article applies to:
- Subject: Integration