Client Sign-in: Client Access | Financial Care Pros

Client Sign-in: Client Access to Our Services 24/7/365

Private portals offer you an easy way to access documents and software, share data and collaborate in real time. As private, secure extensions of our website, portals give our clients anytime online access to our services. Share documents and more, private, secure portals enable clients to retrieve and review personal financial documents and tax returns and use convenient online communication tools.
HOW DO YOU USE NETCLIENT CS?
1. Visit our website
2. Click on the “client sign-in” link
3. Log in using your personalized ID and password
4. Start using NetClient CS
MY CLIENT TRAINING
User: Training
Pass: 50266

NETCLIENT CS IS LIKE A VIRTUAL VISIT TO OUR OFFICE
Convenient — Access your information 24 hours a day, 7 days a week, from your home, your bank, your office…anywhere!

Secure — Enter your own password-protected portal where only you and we can access your files.

Fast — Updates you make using NetClient CS are available to us instantly.
DOCUMENT PRESENTATION
Document Presentation gives you access to your financial documents, such as tax returns, financial statements, or invoices—any time it’s convenient for you.

Any time you need a copy of a financial document, just log on to our website and print out an electronic copy instantly.
FILE EXCHANGE
File Exchange enables you to exchange information and share working files with us—immediately and securely.

This helps ensure that working documents, such as budgets or forecasts, are updated and questions are answered quickly, conveniently, and privately.
1040 TAX ORGANIZER
At tax time, we’ll use the online 1040 Tax Organizer to collect tax information from you.

You’ll enter the data online and we’ll use it to prepare your tax return.
PRIVATE. SECURE. CONVENIENT.
The information you want, when you want it.

NetClient CS is available from
Financial Care Professionals, L.C.
Just give us a call at 515-224-6003.
NETCLIENT CS IS MOBILE
The NetClient CS mobile app offers clients on-the-go access to the services and content our firm has made available. Clients can access tax returns, financial statements, and other documents pushed to NetClient CS by our firm.