Back to top


Demonstrations showing how to use QuickBooks and Clients Portals can be viewed below.

QuickBooks Online Product Demo

Tutorial Videos

NetClient CS Tutorial Video

A video regarding how to use our clients web portal where they can access prior year tax returns and source documents.

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

Viewing Document Presentation Files

This video shows how to view, download, and print files through Document Presentation as often as necessary without having to request mailings or delivery. Length: 1:58