- Overview
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NetClient CS is an online service that allows you to give your clients an ultra-convenient and secure way to access documents and software, transfer data, and exchange information with your firm -- any time and from any location.
NetClient CS provides private portals -- secure extensions of your website -- that give individual clients 24/7 access to your firm's services. Using NetClient CS is as simple for your client as using any online banking service.
"Many of our clients see the advantages of a paperless environment, so if a client is in Taiwan and needs access to income tax returns, or any information, all he needs is an internet connection, versus dealing with time differences and faxes. It's totally under our control and easy."
-- Charles Z. Tzinberg Glen Carbon, IL, Accounting TodayWith NetClient CS, you can:
- Provide better service to your clients, with less effort, while reducing costs.
- Give your clients a convenient, secure way to review completed tax returns, financial statements, reports, and copies of source documents.
- Position your firm as a leader in the field by offering your clients access to sophisticated, secure web-based services -- with no custom development on your part.
- Instantly exchange information and files with your client in a private and secure environment. Finalize documents in progress, exchange Microsoft Office® files, budget templates, and client accounting files with no faxing, postage, or courier costs.
- Choose from a variety of optional modules to offer a variety of advanced services to your clients.
Why choose NetClient CS?
- Fast, easy exchange of working documents: NetClient CS provides dynamic file sharing through our File Exchange feature -- a holding area for exchanging information, data, and other working documents with your clients at any time, from anywhere.
- Gain convenience, maintain control: Because documents are read-only, your clients can access and use the information any time without compromising the integrity of the document, and you maintain complete control of what your client sees at all times.
- Powerful optional features: You can choose to offer your clients to use remote payroll data entry, the UltraTax CS Web Organizer, a private portal for their employees, remote access to Thomson's Client Bookkeeping Solution, and more.
- What's Included
- Builds on the efficiency of the internet and the security of the Thomson data center. Your clients will see only your firm's website -- and an advanced level of service.
- 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. Pairing NetClient CS private portals with FileCabinet CS, our digital document management system, you can make virtually any client document available to your client anytime, from anywhere.
- CBS ASP: Enable your clients to use an online version of Client Bookkeeping Solution software, including check writing, payroll, accounts payable, and/or accounts receivable. Clients have 24/7 access and no manual software updates are required -- clients simply access your firm's website.
- Remote Payroll Data Entry: Allows for fast and efficient payroll data exchange with your clients, and seamless data flow directly into your Payroll CS software. Combined with Remote Payroll Check Printing, you can provide clients with the convenience and speed of printing their own payroll checks, which your firm has generated.
- UltraTax/1040 Portals: Offer your clients private and secure portals to access an electronic copy of completed tax returns. Once tax returns are finalized, you simply post a copy within the client's portal, where they can access their return throughout the year, any time, from any location (e.g., loan applications, or mortgage refinance).
- UltraTax CS Web Organizer: Give your clients a convenient way to organize tax information and provide it to you via your website. Once completed, you can import 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 files and exchange information with your clients 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 client 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: Post an online ticker displaying continually updated information on stock market indexes, or selected individual stocks.
- Builds on the efficiency of the internet and the security of the Thomson data center. Your clients will see only your firm's website -- and an advanced level of service.
- Tech Specs
Thomson Tax & Accounting products 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 products 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 workstation class computers, which generally offer higher levels of performance than desktop models when running business applications.
For a complete listing of systems requirements for the CS Professional Suite, click here.
Next Steps
- Visit the CS Professional Suite website to learn more
- Thomson Data CenterPDF
- Multimedia demo (5 min.)
- Webinar (60 min.)
Contact Us
CS Professional Suite
Tel: + 1 800.968.8900
Email