The Client Center offers Real-time information… 24/7 availability… and paperless storage… What could be more convenient?

The Client Center offers the most secure online method for uploading bank records, payroll information, scanned receipts, large QuickBooks files, and other financial related documents. The Client Center also allows you to easily access tax returns, financial statements, and other documents wherever there is an internet connection. There is even a mobile app for access on-the-go. Working online supports real-time collaboration with our staff—enabling us to quickly answer your questions or supply you with needed information.

Log in to the Client Center to access your personal online portal. Don’t have a username? Contact us today for your personal set-up or to answer any questions you may have.

Client Center Screenshot


Your account information (including password management) and the “Log Out” link are available by clicking your name in the top right corner of the screen.

A “Messages” link at the top of your screen will show you a list of recent activity—similar to what you’ll find on many social networking sites.. When new activity occurs, such as a new document posting to your account, the number of new activity items will display next to the “Messages” link.

Mobile Client Center

Many of the same features available to you via the online Client Center are also available on your mobile device with the NetClient CS mobile app.

Available as a free download to Apple® or Android™ devices, the NetClient CS mobile app offers you on-the-go access to the Client Center features anywhere and at any time.

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Help Topics:

Viewing files on your portal

Uploading files to File Exchange

Entering payroll data

Forgotten Password?

    1. Click on “Login” in the Client Center
    2. Click on “Forget Password?”
    3. Reset password via email or security questions