Netclient cs - PowerPoint PPT Presentation

Leading firms through the next generation of change™

Leading firms through the next generation of change™. December 17 th. Getting Ready for Busy Season Part 1 of 2 Amy McCarty Education Services. RootWorks.com. Objectives. Learn the recommended cleanup of Practice CS, FileCabinet CS, and NetClient CS prior to tax season

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Secure Client Portals

Secure Client Portals. With NetClient CS secure portals, you can work with us anytime, from any high-speed Internet connection. It’s as easy and secure as online banking or shopping. You can:. View and print tax documents. Exchange files with us. Track your investment portfolio.

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142 views • 11 slides

Secure Client Portals

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135 views • 11 slides

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