NetStaff CS module overview

NetStaff CS modules offer features like account aggregation, administration, document presentation, file exchange, and more. These guarantee secure file sharing, remote access, and client communication through various profiles and applications.
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 applications (Your own Microsoft 365 license required for Office sign-in and Outlook use)
  • Onvio Link
Administrator profile
  • Practice CS
  • FileCabinet CS
  • Microsoft Office applications (Your own Microsoft 365 license required for Office sign-in and Outlook use)
  • Onvio Link
Full Service profile
  • UltraTax CS
  • Fixed Assets CS
  • Planner CS
  • Accounting CS
  • Accounting CS Payroll
  • Practice CS
  • FileCabinet CS
  • Microsoft Office applications (Your own Microsoft 365 license required for Office sign-in and Outlook use)
  • Onvio Link
Tax profile
  • UltraTax CS
  • Fixed Assets CS
  • Planner CS
  • Practice CS
  • FileCabinet CS
  • Microsoft Office applications (Your own Microsoft 365 license required for Office sign-in and Outlook use)
  • Workpapers CS
  • Onvio Link
Settings
Shifts
Virtual Office CS
Enables your firm's NetStaff CS users remote access to CS Professional Suite applications 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. For Microsoft Office applications, users sign in with their own Microsoft 365 credentials.
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.

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