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Set up NetClient CS

Add a client portal

Follow these steps to add a client portal.
  1. If you have NetClient CS admin rights, select the
    Admin
     tab of the navigation pane.
  2. Select
    Users
     in the NetClient CS section.
  3. Select
    Add
     at the end of the Users list.
  4. In the Add NetClient CS Users window, select the method you want to use to create users.
    • Single user - automatic notification
      : You'll enter the name and email information. You can require clients to enter the last 4 numbers of their employee identification number (EIN) or Social Security number (SSN) when they register their portals.
    • Multiple users - automatic notification
      : You'll copy the name and email information from a spreadsheet. See the steps to create a spreadsheet to add multiple portal users for more information. You can require clients to enter the last 4 numbers of their employee identification number (EIN) or Social Security number (SSN) when they register their portals.
  5. Give the user access to NetClient CS modules.
    note
    • Your firm's primary NetFirm CS administrator can make any client portal private.
    • You can give users access to some NetClient CS modules at the group level.
    • You can view the client portals you create through NetFirm CS administration.
    • Each login must be unique across firms, including portals created from UltraTax CS and other CS Professional suite products. 
  6. Select
    Enter
    .

This article applies to:

  • PRODUCT: Virtual Office CS
  • Subject: Clients,User account

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