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NetClient CS Online Services

In today's business environment, it's possible to do more and more anytime, anywhere, thanks to the Internet.  And now, you can work with us online as well.  It's as easy and secure as online banking, and all it takes is a NetClient CS portal.

Once we get you set up, you'll have your own secure, password-protected online portal that you access from our website, where we'll begin placing your tax return copies.  You'll be able to get copies of them right from our web site; no need to call us or hunt for your paper copy.  And if you register for full access, you'll be able to securely send us your QuickBooks files, financial statements, or any other files as well.

It's all completely private and secure.  And once you're set up, it's easy to log onto your NetClient CS portal anytime, from any Internet connection:

 

  1. Visit our website
  2. Find CLIENT LOGIN at the bottom of any page
  3. Log in using your personalized user ID and password
  4. Start using NetClient CS

 

Setting up your business with NetClient CS is fast and easy. So when you're ready to experience it for yourself, just give us a call at (810) 744-3541, or send us an email.  We'll be more than happy to get you started.

Our web site and portal system are both hosted by Thomson Reuters, an industry leader with more than a decade of experience in hosting online applications.  Read their Fact Sheet to learn more about data security.

Questions:

What do I need to get my tax return electronically?
I also want to send QuickBooks files or other files to you. What do I need to do?
While accessing the web site and the portal, why is the domain name no longer MCLR.net?
Can I access my personal and business returns through my portal?
I've forgotten my password. What do I need to do?
How do I use the portal to access my returns or upload files?
Can I see anything on the portal besides my tax return.
Why do I have to update my password?
I need to send a copy of my tax return to my banker/attorney/etc. What are my options?


Answers:

What do I need to get my tax return electronically?
You only need a basic portal for Document Presentation. We can set this up for you with just your tax checklist providing your email address and indicating your desire for online access, and your signed engagement letter. As an alternative, you can use our Request a NetClient CS Account form. (All of these forms can be accessed from our home page.) Once your request has been approved, we will create your portal and connect it to your tax file. We will then send you an email with a link to register your portal, where you will be able to select your own ID and password. (You may first be required to enter the last four digits of your social security number, employer identification number, or other special code to verify your identity.) We recommend using your email address as your ID. To help protect your confidential data, be sure to use a strong password, and do not give it to anyone! After that, when we prepare your tax return, we'll be able to send your copy directly to your private portal.

I also want to send QuickBooks files or other files to you. What do I need to do?
To access the File Exchange function, or to link businesses or multiple individual returns to your individual portal, you must submit a "Request for NetClient CS Account". A link to this fill-and-print form can be found above.

While accessing the web site and the portal, why is the domain name no longer MCLR.net?
You turn to us as the experts in accounting and tax professionals, but we are smart enough to know that we aren't the experts when it comes to the Internet. We rely on Thomson Reuters to host both our website and portal system. They have been an industry leader in hosting online applications for over a decade. The domain they use for our website is "webbuildersolution.com", and the domain for our portal system is "netlinksolution.com".

Can I access my personal and business returns through my portal?
We can link multiple returns to a single portal, but you must submit a "Request for NetClient CS Account". A link to this fill-and-print form can be found above.

I've forgotten my password. What do I need to do?
The first step in recovering your password is attempting to log in with your best guess. If your log in gets rejected, you will be taken to an althernate login page with a "Forgot password?" link. Click on it, enter your login and the email address associated with the portal. If you already setup security questions, you can choose to answer those questions to reset your password; otherwise a link will be sent to your email to reset your password.

How do I use the portal to access my returns or upload files?
Videos demonstrations are available right on the NetClient CS Login page on Uploading Files to File Exchange, Viewing and Downloading Files from File Exchange, and Viewing Document Presentation Files.

Can I see anything on the portal besides my tax return.
We have the ability to post copies of practically any document we produce on your portal, including your financial statements, W-2s, etc. If you interested in receiving additional documents electronically, please let us know.

Why do I have to update my password?
To help protect your data, we require you to change your password at least once a year. And remember to keep your password safe - it is a key that unlocks your confidential information!

I need to send a copy of my tax return to my banker/attorney/etc. What are my options?
You can open and print tax returns from your portal at your convenience, which you can then mail or hand-deliver to your banker/attorney/etc. While you can also save the tax return on your local PC as a PDF file, we discourage you from simply attaching it to an email unless you are able to send it via encrypted email or encrypt the file itself. To have us email an encrypted copy on your behalf (for a fee), we will need a signed Consent for Disclosure to a Third Party, which you can find on the Popular Forms page.