CLIENT PORTAL

What types of files can I exchange with you?

• You can exchange any type of file.  You can exchange Microsoft Office files, budget templates, QuickBooks and Sage backups, PDFs, forecasting documents, and more with no faxing, postage, or courier costs – all in a secure environment.

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How do I access my account information?

   It’s easy:

• Visit our website (https://baumancpa.com/)

• Hover your cursor over the client portal button in the right hand corner and click Client Portal

• Log in using your unique login and password

• Use any or all of the available online services we have personalized for you

• You can also access your client portal from your mobile device by downloading the NetClient CS app

 

When and how often can I access my account information?

• You can access your account as often as you like – any time of the day or night, any day of the week, from any place where you have an internet connection.

 

Do I need a password?

• Yes.  When you sign up to use NetClient CS, you will create your own private login and password.  

 

What do I do if I forget my password?

• After you have tried to sign in, click on the “Help? I’ve forgotten my password” link and you can reset your password via email or security questions.

 

Is NetClient CS secure?

• Absolutely! Your software and data are in the most secure location available – a class IV, IBM-certified data center.  The data center takes every precaution to guarantee the safety and integrity of your data.

 

How do I know something has been uploaded to my portal?

• You will receive an email notification every time a file has been uploaded to your client portal.

 

Do I have to separately notify you when I upload something to the portal?

• No, the principal in charge of your account will receive an email notification every time you upload a file to the portal.