Client Tools

We provide a variety of tools for our clients and visitors

We have recently updated our Client Tools page. Please see the links below to find the tool you need.

ProSystem fx Portal

ProSystem fx Portal is a secure document sharing application and allows you and your accountant to share critical files in a safe electronic manner.

 

First time user? Access the ProSystem fx Portal Training Guide or watch this user video.

ProSystem fx

NetClient

With NetClient you can get accounting and financial information and services via our website – any time, from anywhere.

 

NetClient lets you access our services directly from our web site – using a secure, private portal that’s especially for you.

NetClient

ClientFlow

The security of our clients’ financial documents – and providing easy access to those documents – is extremely important to Clark Schaefer Hackett.

To meet the growing online needs of our clients we are pleased to offer our ClientFlow module. ClientFlow allows safe and simple transfer of documents to our clients.

ClientFlow

Guidance

Keeping you ahead of changes in the financial landscape is an important priority at CSH. Explore the guidance below to stay informed and prepared..