Client Portal

Portal Changes Effective 11/18

To enhance security and user experience, Boyum Barenscheer is implementing changes to the NetClient CS portal in collaboration with Thomson Reuters. Please be aware that you’ll need to create a new username and password, and after the update, enable two-step verification for added security. The sign-in page will have a new look but will function the same way. If you have any questions or concerns, please reach out to portalsupport@myboyum.com

Migrating Your NetClient CS Account

What the portal page is used for
The portal allows our clients to securely and safely share a variety of documents or files with Boyum Barenscheer.

Who can benefit from using the portal
Businesses, nonprofits or individuals who would like to securely share documents and files rather than mailing, emailing or hand-delivering them. Shared files and documents will be available for you to view on your portal at any time, based on the Retention Policy Guidelines.

How to get a portal
Just ask your Boyum Barenscheer accountant or business advisor! They will send a request to our client support team and then we’ll take it from there. You will receive an email with portal set-up instructions.  To access your portal in the future you can simply go to our website, click on the Client Access button, choose “Portal” and then the LOGIN button.

FAQs

 
Can I add any type of document?

Yes, you can add Word documents, PDF’s, Excel files, or QuickBook files.

 
Can I have more than one person access my portal?

Yes.  Contact our client support team for assistance.

 
What should I do if I forget my password?

Click on “Forgot Password” on the main login page.

 
Can I print a document from my portal?

Yes!  You can download the document to your computer and print or share from that location.

 
How do I know when a file or document has been sent to my portal?

A message will be sent to the email associated with your portal.

Need Help?

Contact our Client Support Team during normal business hours at portalsupport@myboyum.com