Back to top

Benefits of the Client Portal

In today's business environment, it's possible to do more anytime, anywhere, thanks to the Internet.  And now, you can work with us online as well.  You can access a variety of services anytime, right from our website.  It's as easy and secure as online banking, and all it takes is a NetClient portal.

Once we set up your portal, you can:

  • Get copies of your tax returns; no need to call us or hunt for your paper copy.
  • Send us your QuickBooks files, financial statements, or any other files. It’s encrypted, simple to use, and much more secure than email.
  • Access your bookkeeping files anywhere you have a high-speed Internet connection. You no longer have to load software updates or even perform back-up procedures. We securely maintain all your bookkeeping files and help you keep your files secure and up to date.
  • Send in your payroll data instantly. No more phoning or faxing data, no more scheduling deliveries or pickups. We can even send you paychecks electronically for you to print wherever and whenever it’s convenient.
  • Make electronic pay stubs available to your employees, much like many large employers—all without any setup on your part.
  • Monitor your investment portfolio and financial reports in one place.

It’s all completely private and secure. And once you’re set up, it’s as easy as logging in to your client portal using a secure ID and password.

Questions and Answers on Using the Client Portal

How do I obtain my login and password?

Your login and password is received through an email from Bailey, Carr when the portal is set up.  If you don't receive it or can't remember it, feel free to call us and we will assist you.

Why can't I log in to my client portal?

You must have Internet Explorer on your computer to log in to the portal.

How do I send my tax organizer to Bailey, Carr?

When filling out your organizer online, you may "Stop and Save" at any time.  When organizer is complete and you are ready to transmit it, click on the "Send to Preparer" button and it will automatically be sent to Bailey, Carr.  It is important to only send it once, as each time the "Send to Preparer" button is hit, it will overwrite the previous information you have sent us.

How do I upload documents?

Go to File Exchange, choose the folder that you want to upload the information, click "Upload", then "Add Files".  Select your files to add and click "Open", "Start Upload".  We will automatically receive an email notifying us that you have uploaded documents.  DO NOT HIT THE "SEND TO PREPARER BUTTON UNLESS YOU ARE SENDING YOUR ORGANIZER.

How do I know that you have received my information?

At the present time, the software does not have a confirmation system in place, so please feel free to send us an email to verify and we will respond to you.

I didn't get a notification that I received information from Bailey, Carr.

Please make sure that our email address (bailey@baileycarrcpa.com) in on your approved senders list.

How do I receive information for my children?

Each person needs to have their own portal in order to receive a Client Organizer.  All notifications can be sent to one common email but will have separate logins and passwords.

Why can't I open a .pdf document on the portal?

You will need to install Adobe Reader 5.05 or higher.

How do I set up a portal for my business?

Client portals are set up by user name, not by the business name.  The user is set up and given permission to view specified folders for the business.  For example, a portal is set up for Jane Doe to access the tax returns of ABC Company.  John Smith is set up on a portal to access financial statements and tax returns for ABC Company.

I would like an employee to have access to certain documents.  How do I accomplish this?

Please call Bailey, Carr and we will set it up for you.  The employee will receive a login and password and given permission for the information that you specify.  For example, your bookkeeper could be granted access only to the Quickbooks folder.

After I review and appove my tax return, what do I need to do?

You must sign the eE-file signature authorization forms and return them to Bailey, Carr (upload signed form through portal, email, fax or snail mail).  We cannot release and file your tax return without your signed authorization.

How secure are NetClient portals?

NetClient portals are hosted at one of the largest, most seure data centers in the world, using the industry's most advanced security and reliability measures to keep your data safe.  Safety features include built-in redundancy, secure password protection and 128-bit encryption.