Periodically we delete files on File Exchange, but only following a reasonable length of time. Unlike email, there is no file size limitation to what we can send to each other. If you have installed the NetClient CS app on your iPhone, iPad, or Android, you will also immediately be notified on your device.

When we send you a file thru File Exchange, you will also be immediately notified at your registered email address.

Within seconds we are notified of a file waiting for us in the portal. Click “add files”, then browse to the place on your computer that contains the file you are sending (e.g., your desktop), and click “Start upload”.

To use File Exchange to send us a file, simply click on any of the provided folders, look for “upload”, click on it and a box will open up.

“File Exchange” is a series of folders for us and you to send each other documents (e.g., letters from the IRS), data files (e.g., QuickBooks backup files), spreadsheets (e.g., Excel files), or just about anything that is capable of being uploaded by you (e.g., prior year tax returns for new clients).

To the left you will note two sections: “File Exchange” and “Document Presentation” which is a list of folders containing documents.

Once you are logged in, your portal home page will open.

If you forget your login ID, please email us and we will provide that to you. If you forget your password, click on “Forgot Password” and you will have an opportunity to reset it we will not have access to your password, only you will know that information. The login page will provide a place to insert your login ID and password.

Visit our website and click “Client Portal”.

You will then receive an email from us thru NetClient, directing you to follow the provided link and set up a login ID (we recommend you use your email address) and a password.

Provide your preferred email address to us as soon as possible by emailing us at, by phone (714)400-9201, or when visiting our office.

Historical Tax Return Storage: We offer you a private and secure portal to access an electronic copy of your completed tax returns using Document Presentation. We now offer the following online capabilities:įile Exchange: You now can share working files and exchange information with us safely and conveniently via the web, including the upload of multiple files at once with no file size limitation and using secure 256-bit encryption to protect your data.ĭocument Presentation: You now have 24/7 access to electronic copies of your business and personal financial documents via your NetClient CS online portal.

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