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Client Login

Welcome to your secure Client Portal utilizing military grade encryption.  Your portal is a convenient way to access your tax returns and financial documents and exchange information with us.  Your portal is secure and private and provides you access to your personal information from an internet connection 24/7.

If you have not yet registered for your portal, please complete the application in the link below and forward it to info@woolstoncpas.com or our fax 732-389-2444.  Once we set up your portal, you will receive an email notification from register@netclientcs.com.    The video link below also provides the steps.

Click here for Individual Portal Application

Click here for Business Portal Application

 

Already a registered user?  The links below will help you to upload, view, and download files of all types including tax return supporting documents, tax notices, QuickBook files, etc.                                                  

 

Uploading Files to File Exchange
This video shows how to upload files to File Exchange, if we've given you permission to upload files. Length: 3:24

Viewing and Downloading Files from File Exchange
This video shows how to access and print files through the File Exchange module. Length: 2:29

Having any issues accessing or utilizing the portal?  Please contact our office and we will be happy to assist you to resolve the problem.

All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.