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Our integrated systems allow us to offer a secure online portal for all of your financial information and service needs. You can access your accounting, tax, and payroll records. We will customize your access for your individual situation. View a quick video of this free portal access for our clients or call us for additional details.

Get 24/7 online access to your financial information. Work with us anytime, anywhere with your portal, free from our CPA firm.

In today’s business environment, it’s possible to do more and more anytime, anywhere, thanks to the Internet. And now, you can work with us online as well. You can access a variety of services anytime, right from our website. It’s as easy and secure as online banking, and all it takes is a NetClient CS portal.


  • Get copies of your tax returns; no need to call us or hunt for your paper copy. – Securely send us your QuickBooks files, financial statements, or any other files.
  • Access your bookkeeping files anywhere you have a high-speed Internet connection.
  • Send in your payroll data instantly. No more phoning or faxing data, no more scheduling deliveries or pickups. We can even send you paychecks electronically for you to print wherever and whenever it’s convenient.
  • Make electronic pay stubs available to your employees, much like many large employers—all without any setup on your part.
  • Monitor your investment portfolio and financial reports in one place.
    It’s all completely private and secure. And once you’re set up, it’s as easy as logging in to your client portal using a secure ID and password.
  • Setting up your private portal is fast and easy. When you’re ready, just fill out the form on the right.