Client Services Portal

NetClient CS is our new secure online Client Portal for document sharing. This is a secure way to send us information for the preparation of your tax return, and for us to send documents to you such as your Organizers and Tax Returns. Onvio, the Portal used last year, has been discontinued.

If you would like to gain access to your Portal, and did not receive an email in December of 2021 with instructions, or if you need assistance gaining access, please call our office and we can assist you.

If you choose to utilize NetClient CS, please call or email us once everything has been uploaded so that we are notified by you that your returns are ready for preparation.

Our phone numbers and email links are below.

Thank you for trusting us with your tax and accounting needs. 

We look forward to working with you again this year!

The WAA Team