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Client Portal

Back Office Advisors offer our clients an ultra-convenient and secure way to access documents and software, transfer data, and exchange information with us any time and from any location using NetClient®. NetClient® is secure private portal where we provide our clients with 24/7 access to our firm’s advanced online services, saving them time and money.

NetClient® uses the efficiency of the Internet and the security of a world-class data center, storing and protecting your data with fail-safe systems that are completely secure and continually archived. Using NetClient® on our website is as simple as entering your personalized ID and password.

The client portal services that we provide are as follows:

• Document Presentation – through our secure portal, clients have the ability to view and print completed tax returns, financial statements, reports, and copies of original source documents anytime from anywhere. This service acts as an online paperless, file keeping system for our clients.

• File Exchange – through NetClient’s® file exchange feature our clients can dynamically share files with us instantly in a private and secure environment. File Exchange allows us to collaborate with our clients on Microsoft Office files and client QuickBooks® files with no faxing, postage or courier costs.

• Remote Payroll Data Entry – we provide secure online access allowing our clients to enter payroll data at their convenience and make it available instantly.

• Remote Check Printing – through our online services, we provide our clients with the convenience of printing their payroll checks in their own offices.