Technology

With today's technology, there is no longer a need to make the time to stop by the Accountant's office. All you need now is internet access and a few minutes of your time. We are now providing our clients with the convenience of NetClient CSTM. This program provides a private portal for each client with secure 24/7 online services. This allows a convenient, secure way to access documents, software, transfer data, and exchange information at any time, from any location.

Click here to learn more about NetClient

Each client is provided with a personalized ID, password, and webpage that allows them access to functions over the internet such as

  • File exchange  
  • Document presentation 
  • Remote check printing  
  • Remote Payroll

 

File Exchange

This feature allows you to create folders, upload information, or share files with us right from your home or office. This allows for fast and convenient delivery of information. You can post information you need to get to us, and we can post any information we need to get to you.

Document Presentation 

This feature provides you access to documents online. We can post information such as completed tax returns and financial statements that you have accesses to 24/7. There is no longer a need to go out of your way to pick up a copy of your tax return or form that needs to be signed. All you have to do is access our website and you can view or print anything, at any time.  

You can also utilize this feature to have electronic document storage. This can help you eliminate unnecessary paper files and have electronic copies of important papers and records. You can store tax records, credit card information, living wills, insurance policies, medical advisories, deeds, and contracts all on the internet. Anything we can scan, you can store electronically.

Remote Check Printing

You provide us with your check information and we will give you back checks ready to print. We will put your information into the correct check format and provide you with a PDF file ready to print. It’s as simple as putting your blank checks in your printer and clicking print, everything else it already taken care of.

Remote Payroll 

Can you image same day payroll service? With this new feature, it allows us to provide you with fast and efficient payroll data exchange that in most situations can be returned the same day. All you have to do is upload your payroll information and we will return it in printer ready format. All you have to do is insert your blank payroll checks in your printer and print the PDF file, and your payroll is finished. It’s as simply as that.

This new technology allows us to provide you with faster, more convenient service that will allow your business to run smoother. You no longer have to make a special trip to the Accountant’s office, or hassle with us mailing you information. You now have access to all your information from anywhere, at anytime. Whether it’s your banker requesting a copy of your tax return, or your children wanting to see a copy of your will, you will always have access to the information immediately.

If you are already a client of ours, and know your log-in information, proceed to our log-in site and start exploring the exciting new possibilities.

 

541-726-1236