NetClient CS Offers Ultimate Convenience to Your Clients
With NetClient CS, you can provide these advanced online services to increase both the productivity of your clients and your firm:
Account Aggregation
Enable your clients to collect their financial information from a variety of sources and view it in a single location, making it easier to analyze their total financial holdings.
Document Presentation
Provide your clients with 24/7 access to electronic copies of their financial documents—tax returns, financial reports—or any other files that you make available to them via their secure NetClient CS portal.
CBS ASP
Enable your clients to use an online version of Client Bookkeeping Solution software, including check writing, payroll, accounts payable, and/or accounts receivable.
Remote Payroll Data Entry
Allows for fast and efficient payroll data exchange with your clients, and seamless data flow directly into your Payroll CS software. Combined with Remote Payroll Check Printing, you can provide clients with the convenience and speed of printing their own payroll checks, which your firm has generated.
Choose from a variety of optional modules to offer a variety of advanced services to your clients.
Web Employee
Provide your clients' employees with read-only access to electronic copies of their payroll information, including paycheck stubs, W-2s, and earnings history. Employees can access information from your website using private and secure portal technology.
File Exchange
Share working files and exchange information with your clients conveniently via the web.
Offer clients 24/7 access to working and final documents whenever they need them and from wherever they have an Internet connection.
Remote Payment Authorization
Act as controller for your clients. Clients simply transfer control of their check writing and accounts payable tasks to your firm—authorizing you to make payments on their behalf.
Account Aggregation
Enable your clients to collect their financial information from a variety of sources and view it in a single location, making it easier to analyze their total financial holdings.
Stock Quotes
Post an online ticker displaying continually updated information on stock market indexes, or selected individual stocks.
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