Want to access your tax and accounting documents from your mobile device? There is an app for that: NetClient CS
We just got back from our software Users’ Conference. Changes are coming soon!
Trying to figure out how to send us files securely?
Access the File Exchange Overview and other helpful information by first selecting “File Exchange” under “Documents” on the left, and then clicking on “Help” located in the upper right hand corner.
For those of us that prefer to read step-by-step instructions, view Using Client Web Access and Upload Documents.
To view a video on using your web account, click here.
We encourage you to e-mail, fax, or try our new secure online access* to get your tax information to us. We would like to have your information a minimum of 30 days prior to the deadline.
Visit our new website at www.cfdaccounting.com to request online access or to download forms. If you prefer to have an organizer, please call and one will be prepared for you to be e-mailed, mailed, faxed, or uploaded to your portal.
Please include the following Items with your tax information package:
*If interested in secure online access to your tax returns and other documents, please call us for more information.