Skip to main content

Help

Learn

Sign into your products Sign in to manage account

NetStaff CS module overview

The table provides a brief description of each NetStaff CS module.

Module	Description
Account Aggregation	Enables NetClient CS users and NetStaff CS users to view personal finance information through their portals.
Administration (free)	Enables NetStaff CS users to perform administrative tasks for NetClient CS, NetStaff CS, utilities (including Customizing the appearance of portals, running reports, and more), and Employee Self-Service.
Document Presentation (free)	Allows you to provide NetClient CS users with secure, static PDF files of documents such as tax returns, financial statement, and payroll reports. In addition, you can give NetStaff CS users access to NetClient CS users' Document presentation files.
File Exchange (free)	Enables NetStaff CS users and NetClient CS users to exchange files in a secure environment.
Links (free)	Enables your firm to 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, enables your firm to 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, enables a payroll administrator at the client site to enter time for employees.
SaaS	Saas profile Accounting Admin Full Service Tax Accounting profile Fixed Assets CS Accounting CS Accounting CS Payroll Practice CS FileCabinet CS Microsoft Office with Exchange Onvio Link Admin profile Practice CS FileCabinet CS Microsoft Office with Exchange Onvio Link Full Service profile UltraTax CS Fixed Assets CS Planner CS Accounting CS Accounting CS Payroll Practice CS FileCabinet CS Microsoft Office with Exchange Onvio Link Tax profile UltraTax CS Fixed Assets CS Planner CS Practice CS FileCabinet CS Microsoft Office with Exchange Workpapers CS Onvio Link
Settings	Shifts ActiveSync Microsoft Exchange (the firm will only see this setting if they are licensed for VO-Exchange)
Virtual Office CS	Enables your firm’s NetStaff CS users remote access to CS Professional Suite applications and Microsoft Office applications (Excel, Exchange, OneNote, Outlook, PowerPoint, Publisher, and Word) for which your firm is licensed. The remote versions of the applications operate the same as the desktop versions, but they don't need to be installed on each user’s computer.
Virtual Client Office, powered by Right Networks	Enables your firm to provide NetClient CS users and NetStaff CS users with remote access to QuickBooks, SmartVault, and Microsoft Office applications.
Web Organizer	Enables you to 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

Triva isn't available right now.

Check out the support page for our phone number and hours