Our firm has been at the forefront in securing our clients' financial information thru a Client Axcess portal for storing and sharing files in a secure online area. Depending on your specific needs, the portal can be expanded to include a personal folder that is controlled entirely by you, the client. If you need assistance, go to our links page and view the YouTube video Getting Started with Client Axcess.
New for clients who need accounting and bookkeeping services - our firm is offering NetClient CS Online Accounting Services. This is a cloud-based accounting package that will track accounts receivable, accounts payable and checkbook preparation and reconciliation. Once you are up and running on NetClient CS, you'll have your own secure password-protected online portal accessible from our website. Just log in from your web browser for instant access.