NETCLIENT PORTAL LOGIN:
enter here
For new clients: Netclient Demoenter here
Optional: For Large File Uploads
HOW TO CHANGE LOGIN INFORMATION
After logging in (above) to your secure portal:
- Click on your name
- Click on edit account (or update password for password change)
- Enter new information and press enter
HOW TO DOWNLOAD FILES FROM THE PORTAL
After logging in (above) to your secure portal:
- Click on the file folder with your name in the left margin
- Click on the “Tax Returns” Folder
- In the small box next to the tax year you wish to download put a checkmark.
- After you have selected the years you want to download click on the icon that says “DOWNLOAD SELECTED” with the “RED arrow”
- You will then be given an instruction to “open; save; or cancel”
- Click SAVE – A Zip folder will be created that will have the “PDF” copies of the returns that have been submitted to tax authorities
- Be sure that you are able to open your ZIP file and all selected returns are downloaded
- All folders on the portal can be downloaded in this manner
Questions? Please contact cpa@RebelQuillin.com