NetClient CS is like a virtual visit to our office. Through your client portal you can access your information 24/7 from anywhere with an Internet connection. Your portal is password protected where only you and we can access your files.
File Exchange allows you to exchange and share files with us quickly and securely. This helps ensure tax returns, source documents and other financial information can be shared quickly, conveniently and privately.
Have questions? Contact us now at 623-825-5930 or Cpa@CaileanCpa.com.
Help & How-To - Uploading Files to File Exchange, Click HERE to watch the video
Help & How-To - Viewing Files in File Exchange, Click HERE to watch the video
Would like to use the Mobile App? Click HERE