Client Portal Login Instructions
The website can be found here: http://76391.netlinksolution.com
Username will be your email address. Please use the "forgot password" link and use your email address in both fields if you have not received your password already.
Once logged in, please be sure to click your name on the upper-right of the screen to update your password and security questions (disregard this if you have previously logged in and changed your password).
Navigation once logged in will be to the File Exchange (link on the left side) for uploading documents or to the folder with either your personal or business name to download tax documents uploaded by us. If retrieving a draft of your return, it will be in the following path: “your folder” > draft tax return > 2018 and your “action items” will be in “your folder” > action items > final action items.
Final action items will include a letter with instructions for anything that needs your attention, normally this is your “efile signature” pages that need to be printed and sent back to us and any payment vouchers that require your attention. If you’d like to upload the signatures back to us securely, please print, sign and upload via the file exchange. Additionally, you may print and email, fax or mail in a copy of your signatures. If you have any questions, please let us know.
Tips for Uploading Your Tax Information
Some quick tips to make uploading all your tax information quick and easy...
Our goal is to make that process as easy as possible for you to upload your tax information. Currently after successfully logging into NetClient CS you can click on File Exchange to upload your documents. You will find a folder for either Business or Personal Documents as needed. Remember that your account is based on your email address so you can have access to multiple folders if you own both a business and have a personal return.
To upload it is as easy as clicking the upload icon and Add Files. After uploaded and email will automatically notify your Client Manager you have uploaded a file. If a Client Manager uploads a file you will be notified.
Tips & Tricks:
How to Download Files
Depending on what file you are trying to access, downloading methods will vary. Most tax return documents (drafts, K-1's, final tax returns) will be located in a folder with the appropriate name on your left navigation menu. You can navigate into the correct folder and download your pdf from following the icons and prompts.
We look forwarding to working with you and providing more ways to make this process even easier.
Huey & Associates Team
If you have any challenges using the Client Portal please contact us at 703-437-6269 or email@example.com