NetClient CS is our private, password protected doorway to information accessible via our Client Portal menu on our website or through the free NetClient CS mobile app. Think of this portal as a private online office that only you and we can enter.
Once you receive an email from us regarding your online access, you will set up an ID and password for your own personal portal. Once you sign into the portal, you will be able to easily upload and download documents 24/7.
Tax documents such as tax returns and W-2s will be made available as well as financial statements and other documents to allow our Firm to collaborate more efficiently and effectively with our clients as well as their authorized third parties (example: bankers, attorneys, investment advisors, etc…)