ITS Client Portal
For your convenience, we use a secure client portal where you can easily share information, upload documents and follow your progress.
Questions & Answers
Q: How do I register and sign-up with the Client Portal?
A: You need a personalized invitation sent by us to activate your account. Current clients who previously used our Portal received an invite at the end of October to their email. If you are a new client, or need another activation email, please send us an email at [email protected] and we’ll send you an invite to connect. Setting up your account is quick and straightforward. To help keep you information safe, you’ll be asked to enable multi-factor authentication.
Q: I lost my original invitation to sign up. How do I get another one?
A: Please send us an email at [email protected] and we will resend you the invitation.
Q: I think I’m locked out. What should I do?
A: If you experience this, call or email us and we’ll clear your login attempts so you can access without troubles.
Q: How do I fill out the questionnaire and the organizer in NetClient?
A: The questionnaire and the organizer are both PDF files. Download the PDF on your device and you should be able to open the file and complete as a fillable PDF. If you are running into challenges, please use the free Adobe DC Reader.
Q: What kind of files should I upload?
A: PDF files are the best for us, and should be uploaded as a separate PDF for each document. We also accept Word documents and Excel files. Just don’t upload image documents such as PNG or JPG files. There are many free programs and app, such as Adobe Scan and Genius Scan, where you can scan your documents by taking a picture on your mobile device, and it then converts them into a PDF making them ready for upload. Please do NOT upload folders containing individual documents. Instead, you will need to upload the individual file for each item.
Q: How secure is NetClient?
A: NetClient CS is extremely secure, and uses multi-factor authentication for all users for added security protection.
Q: I don’t see my files anymore that I uploaded two weeks ago. Do I need to upload them again?
A: Once we have processed your files and made them available for our team preparing your return, they will disappear from your view.
Q: The system is asking me for a password to view my tax packet. Please help.
A: Your password will be the social security number of the primary taxpayer.
Q: I submitted my tax documents on paper but have opted into receive a copy of my return electronically. How do I get my documents back?
A: Once your return is ready, we will give you a call and let you know you can pick up your documents. If you haven’t picked them up by May, and are not on extension, we will mail them to you at the address we have on file.
