Thomson Reuters has added integration features to its NetClient CS client portal technology to provide better workflow and interoperability with the companys other products.
NetClient CS integrates more directly now with UltraTax CS, allowing users to print Web organizers and completed tax returns directly to a client portal. A new Source Document Flow feature allows source documents from FileCabinet CS, such as W-2 and 1099 forms, to flow automatically to the client portal with a finished tax return.
A new bill payment feature for Practice CS users allows the accounting firm to post invoices and collect credit card payments directly through the client portal. The portal also now directly integrates with the GoFileRoom document management system to securely publish tax returns, source documents, financial statements and more.
Thomson Reuters also now offers a choice of client accounting solutions directly through the client portal, including Client Bookkeeping Solution or Hosted QuickBooks, powered by Right Networks.
The new capabilities are being introduced at no extra cost along with a new pricing model for NetClient CS that gives users a virtually unlimited number of base client portals, which include the most popular capabilities, for a single monthly fee. Firms can then customize their portals with more advanced features on a client-by-client basis.
For more information, visit
