NetClient Portal Coming Soon

Four Peaks Wealth and Accounting is making substantial investments in technology with the goal of strengthening the security of your financial information. This includes a client portal, called NetClient CS, that will allow you to upload and download documents online, moving us towards a paperless environment. We anticipate the launch of the portal in August 2017.

NetClient CS badge graphicNetClient CS offers benefits from a convenience, security and workflow perspective for our clients, however it is a big change from the way we currently interact with you.

With NetClient CS secure portals, you can work with us anytime, from any high-speed Internet connection. It’s as easy and secure as online banking or shopping.

You can:
View and print tax documents.
Exchange files with us.
Do day-to-day bookkeeping.
Enter your payroll data remotely at your convenience.
Download and print payroll checks.
Track your investment portfolio.
Get stock quotes.

Convenient—Access your information 24 hours a day, 7 days a week, from your home, your office…anywhere!

Secure —Enter your own password-protected portal where only you and we can access your files.

Fast —Updates you make using NetClient CS are available to us instantly.

Private. Secure. Convenient.

The information you want, when you want it.
Download our “What NetClient CS is About” PDF file HERE.