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Cassells & Associates, CPA, P.A.
 
Office:954-362-1911 Fax:954-362-1738

Client Portal

This secure extension of our website allows for faster, more convenient communication and document exchange.

Access to this section of our website is reserved for our current clients and is provided to them complementary.

Some of the features of your NetClient Portal:
·        Completed Financial Statements
·        Completed Tax Returns Delivery
·        1040 Individual Web Client Organizer
·        Secure Document Flow
·        Document Presentation, including
o       Current Engagement Letter
o       List of items we need to perform your required service
o       Updated information for your industry
·        File Exchange, where you can exchange information with us safely, securely and conveniently via the web
o       Upload the items needed for us to perform your required service
o       Receive information from us
o       Share working files
·        News & Information
·        Stock Quotes
 
Optional addition:
Hosted Quickbooks, powered by Right Networks, which allow our clients 24/7 access to their Quickbooks software through their NetClient Portal.

If you are a current client with us, please log in below.

If you'd like to learn more about this service, please Contact Us. You can also view a demo to learn more.