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My clients have 24/7/365 access to their tax returns, financial statements, and other documents. The file exchange feature also allows clients to send files to me, and I to them, in a safe, secure environment.  For an additional fee, clients can also utilize an accounting package or aggregate access to all or most of their financial accounts in one convenient location.

If you are a client and your secure online access has been set up, simply enter your user log-in and password below. If you're new to NetClient, take a peek at the how-to videos below.

Forgot your password? No worries! You may enter your log-in name and a bogus password on this screen. After clicking [Login], you will be taken to another screen where you will have the opportunity to get help and reset your password using the e-mail address associated with your user name. Note that your account will be locked after 10 unsuccessful attempts and an e-mail message will be sent with instructions about how to unlock your account. If you need further assistance, please call the office at 804.965.0027 or e-mail using the link above. 


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


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.