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Client Portal (go to the "Tax Return Portal" link for access to your tax return)
You can exchange computer files like QuickBooks data files, PDF files, Excel spreadsheets and Word documents with Thompson & Kreitzberg.
After you have received your login and password, go directly to the Sign In box below.
Downloading Files -- If you are retrieving a file we placed there for you to download, follow these instructions:
- Click on the file you are retrieving
- Click Save in the file download window
- Navigate to the location on your computer where you want to save the file, then click Save
- The file will download to your computer. This may take several minutes
Note: For some files, such as Word, Excel or Adobe PDF files, the file may actually open for viewing. If so, save it to your computer using the standard save commands for the program being used.
Uploading Files -- If you're uploading a file for us to retrieve, follow these instrucions:
- Next to the Upload a File field, click the Browse button
- Navigate to the place on your computer where the file you want to upload is located
- When you find the file, click on it and then click Open
- You should now see the file name in the Upload a File field
- Click the Upload button
- The file will upload to your folder on your NetClient CS Portal. This may take several minutes
Note: Upload speed is typically slower than download speed. Please be patient.
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