Evans & Associates, Inc.
 

NetClient Portal

This area of our website allows us to share confidential information with you securely and quickly.  You have access to your data 24/7.  Listed below are some of the frequently asked questions about NetClient Portal.

Portal Features

  • All tax returns prepared in our office
  • All Financial Statements and accounting records prepared in our office
  • All Payroll records including W-2s, W-3, 1099s, 1096s prepared in our office
  • Any additional tax data and records (Bank Statements, Loan Documents, etc.)
  • Confirmations from the IRS and State agencies when your return was filed
  • File Exchange -- an electronic drop box to exchange electronic files securely
  • SaaS - Software as a Service (Subscription Service)

Navigating the NetClient Portal

There are five areas.  These five areas are in the lower left-hand side of the screen.

  • Home
  • Applications (Software that is available is listed under the SaaS heading.  This is a Subscription Service)
  • Financial Tools -- Stock market tracker and Account Aggregation (Subscription Service for Account Aggregation)
  • News & Information
  • Document Management -- This includes Document Presentation and File Exchange.  Document Presentation has the financial statements, tax returns, and other financial data.  File Exchange allows us to exchange electronic files securely.

SaaS -- Software as a Service (Cloud Computing)

This is additional software that is available through the NetClient Portal.  These programs are associated with a monthly fee.  Contact us if you are interested in accessing these software programs.  The following software is available:

  • Client Bookkeeping Solutions
  • Quickbooks Pro
  • Filecabinet CS -- an electronic filing cabinet
  • Microsoft Office 2007 --Word, Excel, Power Point, and Outlook

Supported Web Browsers

  • Internet Explorer -- Version 7.0 or higher
  • Safari -- Version 5.0 or higher
  • Firefox -- Version 3.0 or higher
  • Google Chrome

Difficulties

If there are issues in logging into the portal, usually, it is a browser issue.  The following generally correct the issues.

  • Delete Temporary Internet Files
  • Reset the browser security settings to "Medium"
  • Make sure your browser is on the most current version
  • Delete Internet "cookies"
  • Try another Browser

Demo

To view a working demo of NetClient, log-in using scottdemo1 as the user-name and password.

Log-in

NetClient Log-in