Do You Have a Senter, CPA Client Portal? Try These 5 Pro Tips!

by | Sep 3, 2020 | Community

The client service experience is a fundamental core value at Senter CPA as our firm strives to exceed expectations at every opportunity. A large part of providing excellent service is the technology we offer to our staff and clients. Most specifically, the Thomson Reuters NetClient Portal enables us to offer efficient services to individuals and businesses. NetClient Portals not only provide organizational assistance, but also streamline communication, progress tracking and more, regardless of what industry or work you are involved in.  We find the portal to be a reassuring, straight-forward extension of our long-term commitment to quality.

The Top 5 Pro Tips When Using Your NetClient Portal:

1040 Client Organizer:  The 1040 Client Organizer is a electronic packet that clients receive near the start of tax season through their NetClient Portal. The tax organizer is complete with a current year engagement letter, tax questionnaire and the added capability to send questions to us for review. Best of all, you can attach files, such as W-2s or 1099s, and send the electronic organizer with your attached documents back to our firm through the web portal itself. Once we receive your organizer and documentation, we will process and review your questionnaire and attachments. We’ve created an instructional video to guide you through the process.

File Exchange: To better maintain the protection of your sensitive documents, the File Exchange feature within your portal provides significant security and allows both our firm and the client to upload documentation direct to the NetClient portal. File Exchange provides users reassurance and confidence surrounding the electronic share of critical documents with its security features. 

My Invoice: Payment for any service performed can be paid directly through your secure NetClient Portal. Once service is complete, our firm will generate an invoice in PDF format for review. You will receive an email message informing you of available invoices. To guide you through the My Invoice feature, please watch the instructional video below. After payment has been made with your credit card, a receipt will be emailed to you and our firm notified of payment.

Document Presentation: Document Presentation stores documents, similar to financial statements and corporate tax returns. You are able to access this file folder from the left navigation pane under Document Presentation.

Employee Self Service: Perfect for our corporate clients, Employee Self-Service, allows employees to view check stubs, W-2s, and 1099s; and update W-4 information through their own personal, private portals.

Our commitment to excellent service remains the same virtually as in-person. Don’t hesitate to contact us by clicking HERE or call us at (248) 934-0550 if you would like to learn more about the services we offer. 

Click HERE to access the Client Portal.

Always remember, Senter, CPA is here for you if you need any assistance.

Don't hesitate to give us a call at 248-934-0550, or contact us below.

Preparing for 2025: Senter CPA Explains Key Tax Law Changes Affecting Social Security

Recent tax legislation has introduced changes that may impact how Social Security benefits are taxed—especially for seniors with lower to moderate incomes. While the core rules around taxation of Social Security remain in place, new deductions and adjustments could offer relief for many retirees.

1099 Season Is Coming – Don’t Wait Until Last Minute!

It’s almost that time of year again — 1099 season! Before you start panicking and digging through piles of receipts, let’s go over a few quick reminders to make sure your 1099s are accurate and filed on time.

Key Tax Changes for 2025: What Small Business Owners Need to Know

Some big tax updates are coming in 2025 that can help small and mid-sized businesses save money—especially when it comes to buying equipment, investing in growth, and planning for taxes. Here’s what you need to know:

Should You Still Itemize in 2025? Understanding the New Deduction Rules

The new tax law—officially known as the One Big Beautiful Bill Act (OBBBA)—brings several important updates starting in 2025. One of the biggest changes? A significantly larger standard deduction, which could lower your tax bill.

But should you still consider itemizing your deductions? Let’s break it down.

2025 Tax Planning: Start the Year with a Smart Strategy

As 2025 approaches, it’s the ideal time to review your tax situation, address potential shortfalls, and uncover new planning opportunities.

How an IRS Account Can Be Useful

At Senter CPA, we’re always looking for ways to help you take more control over your finances—with less stress. One of the best tools available today? Your own IRS Online Account.

She Counted, She Conquered, She’s Now a CPA!

We are proud to announce that Tracy Sanda has officially passed the Uniform Certified Public Accountant (CPA) Examination—a significant milestone in her professional career.

Help Us Show Google: CPAs Aren’t Boring!

Okay, maybe that’s a little dramatic. But truthfully, we are fun to hang out with… seriously, you should try it sometime! Your Google review means everything to us. We can crunch numbers, balance books, and make tax season less terrifying than a surprise IRS letter… but when it comes to showing off online, we need your help.

2025 Wine & Whiskey Tasting

Seven reasons to attend the 2025 Rotary Club of Clarkston Annual Wine & Whiskey Tasting!

Should You Consider a Qualified Charitable Distribution (QCD) From Your IRA? Pros and Cons for 2025

If you’re age 70½ or older and have a traditional IRA, you may have heard about Qualified Charitable Distributions (QCDs) as a way to support your favorite charities while potentially reducing your tax bill. With recent changes in the law, including new options for split-interest entities and inflation adjustments to QCD limits, it’s a good time to review the benefits and drawbacks of this strategy.