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Client Login

Access to this section of our website is reserved for clients who use our portal services.

This secure extension of our website allows for faster, more convenient communication and document exchange.

If you have a current account with us, please log in.

If you'd like to learn more about this service, please view this demo and then Contact Us.

Click Here to Learn More About Client Portals

TIP: If you are experiencing difficulty viewing your portal click on the Compatability View icon on the browser's toolbar after you log in. The icon looks like a broken piece of paper.

IMPORTANT: You MUST Log Out when leaving the NetClient site. Click on your name in the upper right-hand corner and choose "Log Out". If you do not log out, you may not be able to log in later and you will lose any data you entered on your Web Organizer.


  • To access your web organizer, enter your log in credentials on this page. Then open the web organizer.
  • Start entering information, save your information at any time and then return to finish it later by clicking "Save and Close".
  • Attach scanned or PDF documents such as W-2's or 1099's by clicking on the "Upload Tax Document" button.
  • Please answer all applicable questions and use the Notes to Preparer screen to enter additional information not provided in the web organizer. The Notes to Preparer screen is also available for any questions you may have for our office.
  • When you are done, click "Send to Preparer". We will automatically be notified via email that your web organizer is ready.

    You can only press "Send to Preparer" once. After you send us your organizer, you will no longer be able to make any changes.

  • Please submit your web organizer information by March 10.
  • We will take it from there and notify you when you return is completed.

Paying Invoices through the My Invoices Feature

This video demonstrates how to pay invoices using a NetClient CS portal after a notification email arrives. Length: 2:07

Viewing Document Presentation Files

This video shows how to view, download, and print files through Document Presentation as often as necessary without having to request mailings or delivery. Length: 1:58

Uploading Files to File Exchange

This video shows how to upload files to File Exchange, if we've given you permission to upload files. Length: 3:24

Viewing and Downloading Files from File Exchange

This video shows how to access and print files through the File Exchange module. Length: 2:29

All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.