Provide Clients with Personal, Private Portals from Your Website
NetClient CS private portals make it easy for you to provide your clients with
advanced and secure 24/7 online services. NetClient CS allows you to offer your
clients an ultra-convenient and secure way to access documents and software,
transfer data, and exchange information with your firm—any time and from any
location.
NetClient CS portals are extensions of your website where you provide
individual clients with 24/7 access to your firm's services. Using NetClient CS
is as simple for your client as accessing your website and logging in using a
personalized ID and password.
Clients Enter Their Own Private and Secure Portal Where They Can:
- Retrieve and review personal financial documents
- Use their Client Bookkeeping Solution
software
- Enter payroll data
- Access convenient online communication tools—depending on the
services you make available to them
NetClient CS uses the efficiency of the Internet and the security of the
Thomson Reuters Data Center. Your clients see only your firm's website—and
an advanced level of service.
Choose from a variety of optional modules to offer a variety of advanced
services to your clients.
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