ACCESS:
To access your secure Client Portal click
on the link below and enter your personal sign-in and
password. Your sign-in and password will be
provided to you via email only after our firm creates
your portal.
https://secure.netlinksolution.com
Click
here to view a demonstration
regarding your Client portal.
Select the BACK key to return to this
webpage.
To UPLOAD documents through the portal,
please use the FILE EXCHANGE folder. From the
Dashboard, click on File Exchange and then the yellow folder
with your name on it. In the upper right hand portion
of the screen you will see the UPLOAD button which allows you
to browse for your documents. Please contact our
office, if you have any questions.
To SUBMIT your WEB ORGANIZER and documents to our office, so we can begin preparation of your tax return, please click the SEND TO PREPARER button.