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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 |