Use of Client Portals
What’s a “client portal”? A client portal (aka NetClient) is simply a secure, online “lockbox” for your information. Once it’s in place, you can access it through our website at www.dkarndtcpa.net, “Client Log In.” Information can be uploaded from you, the client, to us and from us to you.
An increased demand for this electronic access has been seen with clients needing several years of tax returns when refinancing their homes. Many banks want their clients to upload those to their bank site. By having NetClient, you have that capability.
Many banks holding business loans require a quarterly or annual financial statement for that business. Again, this can be done through the client portal of NetClient. Furthermore, if you have multiple businesses, they can all be linked together and accessed through a single portal.
Our bookkeeping and payroll clients can have secure, online access to their financial statements and reports. It’s an option that provides immediate information eliminating any “it’s in the mail” delay. NetClient could easily be likened to online banking. It’s convenient and accessible when you need it.
If you’re interested in this option, contact us for more information!