Welcome to your Secure Client Portal. Here you can upload and download sensitive files securely.
Our firm partners with Thomson Reuters to provide the platform for these portals. Their upcoming November 2023 update will improve your sign-in experience and security.
What you need to know:
- You’ll need to create a new username and password. To do this, you’ll need your current NetClient CS login ID and password. If you’ve saved these details to your browser, please memorialize them. If you’ve forgotten your login ID, please contact our office.
- The sign-in page will look different but will function the same way. This video showcases the new experience.
- You’ll need to enable two-factor authentication. There are several options available to verify your identity when you log in. We recommend using the Auth0 Guardian mobile app, which is free on the Apple App Store for iOS and Google Play Store for Android. Learn more about two-factor authentication.
These changes will be occurring on November 17, 2023. In the meantime, feel free to reach out to us with any questions.
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.