Client Portals…a Secure, Convenient Way to Access Your Financial Documents

Client portals represent a convenient, flexible way to communicate with your trusted advisor. Offering secure 24/7 access to your financial documents, you can view and print files whenever you need them.

Take a moment to view the demo on NetClient CS Personal Client Portals. (Click the small green arrow to play the flash movie.)

 

Client Center

- Individual Clients
- Business Clients
- Client Employee

Using Your Client Organizer
How to Review My 1040
Using File Exchange

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