As a valued client, Torosian & Walter provides you with access to your own Client Portal. This secure online file storage and information exchange service provides you with 24/7 access to your tax returns and financial documents.
Our Client Portal is...
-
Convenient – Access your business or personal financial information 24/7, from anywhere you have an Internet connection.
-
Secure – Enter your password-protected portal and securely access documents, transfer data, and exchange information with our firm.
-
Fast – Within minutes you can access files, enter data, upload information, and more!
Services That Simplify Your Life
-
Document Presentation - Need a copy of your tax return for a loan application? Need a copy of your year-end financial statement? Just log into your files on NetClient...and then view or print your information.
-
File Exchange - Retrieve and send documents we are working together on via your portal. It is a great way to make quick changes to work in progress. Several clients are using NetClient to post backups of the Client Bookkeeping Solution data or Quickbooks data for security purposes. You can exchange any type of file, including Microsoft Office files and scanned information - in a secure environment.
-
Tax Organizer - The personal tax organizer makes it easy for you to give us the tax information we need to process your tax return at year end. Simply fill out the organizer in your portal and upload all of your source documents. You can stop and start again at your convenience. When you have completed it, we will be notified, and we will retrieve the data from your portal.
Access Your Client Portal on Your Smartphone with the NetClient CS Mobile App
Available as a free download to Apple® or Android™ devices, the NetClient CS mobile app offers you on-the go access to your Client Portal. You can access tax returns, financial statements, and other documents in your Client Portal as well as online accounting and payroll services, payroll data, and much more. This convenient app is a mobile extension of your CLient Portal services—making it even easier for you to access your files and documents anywhere, anytime.
