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Set up NetClient CS

NetClient CS module overview

The table provides a brief description of each NetClient CS module.
Module
Description
Account Aggregation
NetClient CS users and NetStaff CS users can view personal finance information through their portals.
Document Presentation (free)
Provide NetClient CS users with secure, static PDF files of documents such as tax returns, financial statements, and payroll reports. In addition, you can give NetStaff CS users access to NetClient CS users' Document presentation files.
Employee Self-Service
Your clients' employees can view their check stubs, W-2s, and W-4 information. You can also enable clients' employees to enter their own time through Employee Self-Service.
note
If your firm is licensed for Accounting CS Payroll, you can also enable clients' employees to view Forms 1099-MISC/1099-NEC (for independent contractors).
File Exchange (free)
NetStaff CS users and NetClient CS users can exchange files in a secure environment.
Links (free)
Your firm can provide links to useful websites to NetClient CS users. NetClient CS users can add their own links to the Links module.
News (free)
Helps your firm communicate news to NetClient CS users.
Remote Check Printing
With the appropriate application licenses, your firm can prepare payroll and vendor checks and transmit a PDF file of check images for a NetClient CS user to print.
Remote Payroll Entry with Accounting CS
After you export timesheet information from Accounting CS to NetClient CS, a payroll administrator at the client site can enter time for employees.
Virtual Client Office
Provide NetClient CS users with remote access to FileCabinet CS and Microsoft Office applications (Excel, OneNote, Outlook, PowerPoint, Publisher, and Word).
Virtual Client Office, powered by Right Networks
Provide NetClient CS users and NetStaff CS users with remote access to QuickBooks, SmartVault, and Microsoft Office applications.
Web Organizer
Send client organizers to your clients through a private NetClient CS web portal. A web portal is a secure environment that requires a unique password to access.

This article applies to:

  • Product: Virtual Office CS
  • Subject: Setup

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