Welcome to your secure Client Portal. Here you can upload and download sensitive files securely.
At Butterworth & Macias, P.C., we care about giving you great service, which includes keeping your personal and financial information secure.
You already use NetClient CS® — our secure, personalized client portals — to access your information and provide information to us. We're pleased to announce the following enhanced portal security features for your NetClient CS account:
- After 30 minutes of inactivity, your NetClient CS, Accounting CS, Web Employee, and/or Employee Self-Service sessions will time out. You will need to re-enter your login credentials to continue working. Note that processes such as long print jobs will continue during the timeout.
- Your password will now expire after 90 days. In addition, your password must contain at least eight characters, including at least one uppercase character, one lowercase character, one numeric character, and one special character (such as @, #, or $). You can make your NetClient CS accounts even more secure by creating a password that's longer than eight characters.
- If you are getting a new phone and have the Multi-factor Authentication setup, remember to unlink your previous device before switching phones and then add your new one. Keep your emergency codes accessible in case you have trouble login in. To add/remove device: log in and click the "my profile" menu with your name, then select "manage multi-factor authentication", finally choose add/remove device.
Try our new File Exchange for uploading documents. It is easy and convenient! Once you log into your portal, select the "How to use File Exchange" link and follow the instructions. If you need additional assistance, please contact our office.
This portal is for accounting/tax/legal use only and not available for wealth management use.
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.