Client Portal Services

Tax Return and Web-based Personal Tax Return Organizer Portal

Welcome to the latest in paperless tax return preparation.  You can access your tax return and web-based personal tax return organizer via this encypted web portal.  

To protect your privacy, your tax return and organizer is password protected. You will receive your login ID and password in a separate communication.

If you have already received your login ID number and password, go directly to the Sign In box below. If you want more information please call us at (509)735-7388 or email  Shirley Nelson.

Client Portal

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:

      1. Click on the file you are retrieving
      2. Click Save in the file download window
      3. Navigate to the location on your computer where you want to save the file, then click Save
      4. 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:

    1. Next to the Upload a File field, click the Browse button
    2. Navigate to the place on your computer where the file you want to upload is located
    3. When you find the file, click on it and then click Open
    4. You should now see the file name in the Upload a File field
    5. Click the Upload button
    6. 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.