Offer Personal, Private Portals through Your Website
NetClient private portals make it easy for you to provide your clients with secure 24/7 access to advanced online services. Your clients can log in and access documents and transfer files in a convenient and secure way—anytime and from any location via your website.
NetClient portals are extensions of your website where you provide individual clients with self service, 24/7 access to your firm's services using a personalized ID and password. It's that simple.
NetClient and Your Practice
Portals also allow you to reduce printing, postage, and filing costs, while saving you time with instant document exchange. No more playing schedule tag with clients – when tax returns, financial statements, and other documents are ready, just post them in the clients’ portals for their review. Your time is freed up to offer a wider variety of services, attract new clients, and strengthen your relationship with your existing clients.
Benefits of NetClient
- Simple login for your clients through your website using their unique ID
- 24/7 access to electronic copies of their financial documents available
in a single location
- Customisable folders and folder structures to give your clients a more tailored
- Automated document delivery with FileCabinet integration, our electronic document management system
- Quickly and easily search for files, view file activity history and upload multiple files at once
- Secure 256-bit encryption protects your data as it travels between the data centre and your computer
Need to know more?
Interested in NetClient? Why not book a personal demo or contact us for more details.
Alternatively, speak to one of our consultants on 08450 180 907.
NETCLIENT - CLOUD SOLUTION
NetClient private portals offer you and your clients a convenient way to access documents, software, transfer data and convey information, similar to how online banking works. As private secure extensions of your own website, portals give your clients 24/7 access to your services from any Internet connection. You decide which online services to make available to your clients.
NetClient as part of our Cloud Solutions
Journey To The Cloud
Digita Virtual Office
- Access to your Digita and Microsoft products securely hosted in the cloud; relieving you of IT burdens and ensuring business continuance in any situation.
- Designed for accountants, paperless processing allows you to securely access, view and email documents in an instant, all in a secure environment.
Digita Web Builder
- Create a unique website for your practice with our affordable Web Builder service.
Read more about our Cloud Software >>
Need to know more about NetClient or the Cloud?
Why not book a personal demo or contact us for more details.
Alternatively, visit Journey To The Cloud or speak to one of our consultants on 01395 280 218.