Presented by:
Download
1 / 18

Presented by: Joseph W. Ebervein, CPA, CFP - PowerPoint PPT Presentation


  • 126 Views
  • Uploaded on

Presented by: Joseph W. Ebervein, CPA, CFP. A private and secure online service that makes our services more convenient for you. You’re busy. Between running your business and running your personal life, it may not always be convenient to contact us. That’s why we offer NetClient.

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about ' Presented by: Joseph W. Ebervein, CPA, CFP' - tryna


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript

Presented by:

Joseph W. Ebervein, CPA, CFP

A private and secure online service that makes our services more convenient for you.


You’re busy. Between running your business and running your personal life, it may not always be convenient to contact us. That’s why we offer NetClient.


With your personal life, it may not always be convenient to contact us. That’s why we offer NetClient you can get accounting and financial information and services via our website—any time, from anywhere.


NetClient your personal life, it may not always be convenient to contact us. That’s why we offer lets you access our services directly from our web site—using a secure, private portal that’s especially for you.

If you’ve ever checked your personal investment or banking information online, then you’ve accessed a portal.

(A portal is just a doorway to more information. Think of NetClient as a private online office that only you and we can enter.)


Netclient is like a virtual visit to our office
NetClient your personal life, it may not always be convenient to contact us. That’s why we offer is Like a Virtual Visit to Our Office

  • Convenient—Access your information 24 hours a day, 7 days a week, from your home, your bank, your office...anywhere!

  • Secure—Enter your own password-protected portal where only you (and we, of course) have access to your files.

  • Fast—Within moments you can access files and software, enter data, and more!


How do you use netclient
How Do You Use your personal life, it may not always be convenient to contact us. That’s why we offer NetClient?

It’s easy:

  • Visit our website

  • Click on the “client sign-in” link

  • Log in using your personalized ID and password

  • Use any or all of the available online services


Online services
Online Services your personal life, it may not always be convenient to contact us. That’s why we offer

Here are some of the convenient, easy-to-use, online services that can be available with your NetClient portal:

•Document Presentation

• File Exchange

• Client Bookkeeping Solution/ASP

• Remote Payroll Data Entry

• Remote Payroll Check Printing

• Account Aggregation

• 1040 Tax Organizer

• Stock Quotes


Document presentation
Document Presentation your personal life, it may not always be convenient to contact us. That’s why we offer

Document Presentation gives you access to all of your financial documents, such as your tax return, financial statements, or invoices—any time of the day or night.

So any time you need a copy of a financial document for an early meeting, just log on to our website and print out an electronic copy in moments.


File exchange
File Exchange your personal life, it may not always be convenient to contact us. That’s why we offer

File Exchange lets you exchange information and share working files with us—immediately and securely. This helps ensure that working documents, such as budgets or forecasts, are updated and questions are answered quickly and conveniently.


Client bookkeeping solution cbs asp
Client Bookkeeping Solution your personal life, it may not always be convenient to contact us. That’s why we offer (CBS) ASP

CBS ASP is the online version of Client Bookkeeping Solution software. We set up thesoftware for you—and you can use it to write and record checks and do your day-to-daybookkeeping just as if the software were running on your computer.

continued...


Cbs asp cont
CBS ASP, cont. your personal life, it may not always be convenient to contact us. That’s why we offer

You’re always using the most up-to-date version of the software. No need for manual installations and updates, and as soon as you post your transaction data, it’s available to us for processing.


Remote payroll data entry
Remote Payroll Data Entry your personal life, it may not always be convenient to contact us. That’s why we offer

Remote Payroll Data Entry lets you quickly and accurately submit payroll data to our office. You can enter payroll data from your business or your home—wherever and whenever it’s convenient.


Remote payroll check printing
Remote Payroll Check Printing your personal life, it may not always be convenient to contact us. That’s why we offer

After we calculate your payroll amounts, we can even make your payroll checks available electronically, and you can print them in your office. Remote Payroll Check Printing is fast, accurate, and secure.


Account aggregation
Account Aggregation your personal life, it may not always be convenient to contact us. That’s why we offer

Account Aggregation makes it easy to view and analyze your total financial holdings.

With Account Aggregation,you can pull your account information from over 1,500 financial institutions into your private portal—offering a complete comprehensive picture of your personal finances. You can view any or all of your records—any time you want. Think of this as your online portfolio.


1040 tax organizer
1040 Tax Organizer your personal life, it may not always be convenient to contact us. That’s why we offer

At tax time, we’ll use the online 1040 Tax Organizer to collect the information we’ll need to prepare your taxes. You enter the data online; then we can use this data to prepare your tax return.


Stock quotes
Stock Quotes your personal life, it may not always be convenient to contact us. That’s why we offer

Stock Quotes are an added convenience. The information is constantly updated, so you can also monitor the stock market while you’re in your portal.


Save! your personal life, it may not always be convenient to contact us. That’s why we offer

Save time—and get information you want when you want it. It’s private. It’s secure. It’s convenient.

It’s NetClient. And it’s available from Joseph W. Ebervein, CPA, CFP. Just give us a call at 847-677-6010.


NetClient your personal life, it may not always be convenient to contact us. That’s why we offer —The convenient, secure way to help yourself to our services...

24 hours a day,

7 days a week!


ad