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Portals - Frequently Asked Questions

Your portals are the most efficient way to receive your tax returns, your trial balances, your financial statements, and other work we do for you. You can also send us information securely and avoid the pitfalls of email. Here is some basic information about your portals and where you can log in to your portal.

If I don't have a portal, can I get one? What happens if I forget my password? What can you send me on my portal? What can I send you through my portal? How do I log in to my portal? How do I setup multi-factor authentication? How do I use a new phone in my multi-factor authentication?

You Can Get a Portal at Any Time

We can create a portal for you at any time. If you are already a client and do not have a portal, let us know and we will create one for you. We have instructions to help you get the hang of using a portal.

Resetting Your Password

If you forget your password, do not worry. If you answered your security questions when you set up your portal, you can reset your own password at the login screen (click reset password) at any time. Otherwise, you will need to call us during business hours and we can reset your password for you.

We Can Send You Almost Anything on Your Portal

Your portal is a great place to receive the work we do for you. You can receive your tax returns, your trial balances, your financial statements, tax plans, and other items we prepare for you. Everything is organized by type of document and year, so you can easily find things. Also, see how portals can help you with Tax Season.

You Can Send Us Files Through Your Portal

The portals are secure ways for you to send us your files. Using File Exchange, you can send PDF's of tax documents, Quickbooks files, excel and word files and any other file type. You can sign documents and send them to us through your portal. You can also send us your social security number or other sensative data because the file exchange system on your portal is secure.

Logging in to Your Portal

You can log into your portal through the login on our website, or through the Thomson Reuters website.

Setting Up Multi-Factor Authentication

Thomsen Reuters has a good help and how-to article on setting up multi-factor authentication. First, you need to have a mobile phone device with the Thomson Reuters Authentication app installed. This free app is compatible with the iPhone products and Android phones. Then, you adjust the settings in your Net Client portal. See this article on Setting Up Multifactor Authentication.

Switching Mobile Phones for Your Multi-Factor Authentication

Switching to new phone to your Net Client portal for multi-factor authentication is not difficult if you still have your original phone. The process requires you to have the Thomson Retuers Authentication app installed on the new phone. This free app works with both the iPhone products and the Android products. To add your new device, you will edit your Net Client portal settings. See this article on Switching to a Different Mobile Device. If you no longer have your old device, you will need to Call our office to get a temporary code to login and add your new phone.