Add a client portal
Follow these steps to add a client portal.
- If you have NetClient CS admin rights, select theAdmintab of the navigation pane.
- SelectUsersin the NetClient CS section.
- SelectAddat the end of the Users list.
- 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.
- 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.
- SelectEnter.
