In addition to accessing copies of your tax returns and organizers discussed above, you can exchange computer files like QuickBooks data files, PDF files, Excel spreadsheets and Word documents with Oswalt, Teel & Franklin. You can also use this portal for offsite backup of any of your electronic files.
After you have received your login and password, go directly to the Sign In box below.
Downloading Files -- If you are retrieving a file, 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 willdownload 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 offsite backup or 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.
All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.