NetClient Resources
NetClient CS Set-Up and Troubleshooting
NetClient CS (Net Client) is a web-based portal that allows clients to securely share their confidential documents with their RKL service providers. NetClient enables you to easily access tax documents and financial statements created by RKL, as well as upload documents that you’d like to share with your client service provider.
New Changes Coming to NetClient
Do you have an existing NetClient CS portal account? Our firm partners with Thomson Reuters to provide these portals for our clients. To improve the sign-in process and security for all of their products, Thomson Reuters is rolling out an update in mid-November.
What you need to know:
- The next time you log into your NetClient CS portal account, you will be prompted to create a new username and password. To do this you’ll need your current NetClient CS login ID and password.
- The sign-in page will look different, but the functionality will be the same.
- Two-factor authentication has been enabled for your account. Similar to other platforms you may currently use, you have several options available to verify your identity when you log in. We recommend using the Auth0 Guardian mobile app, which is free on the Apple App Store for iOS and Google Play Store for Android. Learn more about two-factor authentication.
Watch this short video to see the process in action. If you have any questions, please reach out to your RKL contact.
Getting Started with NetClient
Are you new to NetClient? Watch this step-by-step video to get started.
Troubleshooting and FAQs
Why am I being asked to download an app for multi-factor authentication? Is this an RKL requirement?
Multi-factor authentication is a second layer of security required by online service providers to protect your data. New in 2022, Thomson Reuters, the maker of NetClient CS, is requiring multi-factor authentication for all users for added security protection.
I did not receive the RKL NetClient registration email.
Check your Junk or Spam folders, and/or your blocked email for an email from no-reply@thomsonreuters.com. If you confirm that you did not receive the email, reach out to your RKL contact to request your registration email be resent.
Unable to log in to RKL’s NetClient portal?
First, confirm that you registered your account. You should have received an email containing a registration link from no-reply@thomson-reuters.com. If you haven’t received the registration email, please refer to the “I did not receive the RKL NetClient registration email” FAQ above.
I cannot recall my password.
At the NetClient CS login screen, click on the “Forgot password?” link. You should have the option to reset via email, or via security questions.
I cannot recall my NetClient CS username (login).
You will need to reach out to your RKL contact to request your login/username.
Do you have a NetClient account with another company?
If you have a NetClient CS account with another company (for example, a financial institution), your Internet browser may take you to that company’s NetClient login instead of RKL’s. Try accessing RKL’s NetClient login via a different Internet browser.
My multi-factor authentication (MFA) is not working. What do I do?
Take the try another method option at the authentication screen.
I have a new mobile device that I need to setup multi-factor authentication (MFA).
Take the try another method option at the authentication screen.
Can I add multiple devices to my account for MFA?
Yes. In your NetClient CS account, at the top right click on your name, and then click on “Manage your Thomson Reuters Account”.
My NetClient CS account is locked. What do I do next?
If your NetClient CS account is locked, you should have received an email from “no-reply@thomsonreuters.com” (you may need to check your spam, junk, and/or blocked email).
• The email should include a link to unlock your account.
• If you do not click the unlock link in the email, or you did not receive an email, then your account will be locked for a 24 hour period.
This setting is generated by Thomson Reuters. RKL does not have the ability to unlock accounts, or change the account lock time period.
I am unable to upload documents into my folder(s).
Are you using an Internet browser supported by NetClient CS? If so, you may need to clear the cache in your Internet browser. For more info, please refer to our NetClient CS Instructions and Troubleshooting document for details.
NetClient CS is not available
Thomson Reuters may be experiencing issues with their NetClient CS portals. Refer to their system status page, scroll down the list until you see “NetClient CS”: https://taxprofessionals-status.hostedtax.thomsonreuters.com/
If the system status page shows NetClient CS as “operational”, then the issue may be with your Internet browser. Please refer to our NetClient CS Instructions and Troubleshooting document for details on how to resolve.
Unable to access NetClient or NetClient just spins or NetClient does not load properly
Try a different Internet browser. NetClient CS supports the following Internet browsers:
• Google Chrome
• Mozilla Firefox
• Microsoft Edge
If you continue to encounter problems, NetClient CS recommends clearing the browsing history, download history, cookies, cached images and/or cached files from your Internet browser. This can help clear saved passwords and login information that you need to clear if the browser is trying to automatically log you in to a portal.
GOOGLE CHROME:
1. Open Chrome.
2. On your browser toolbar, click the Chrome menu (three dots icon in the upper-right corner of the
browser).
3. Point to More tools and then select Clear browsing data.
4. In the Clear browsing data dialog, click the Advanced tab.
5. Mark the checkboxes for Browsing history, Download history, Cookies and other site data, Cached
images and files, and Passwords and other sign-in data.
6. Click the Clear data button.
7. Close and reopen Chrome
MOZILLA FIREFOX:
1. In Mozilla FireFox, click the Menu button (three horizontal line icon in the upper-right corner of the
browser).
2. Select History and choose Clear Recent History...
3. In the Clear Recent History dialog, choose the desired range to clear in the Time range to clear: dropdown.
4. Under History, mark the checkboxes for Browsing & Download History, Form & Search
History, Cookies, and Cache.
5. Click the OK button.
6. Close and reopen Firefox.
MICROSOFT EDGE:
1. In Microsoft Edge, click the Settings and more icon (three dots icon in upper-right corner of browser).
2. Click on Settings, and click on Privacy, search, and services.
3. Scroll down to the Clear browsing data section.
4. Next to “clear browsing data now”, click on the “Choose what to clear” button.
5. Mark the checkboxes for Browsing history, Download history, Cookies and other site data, and Cached
images and files.
6. Click the Clear now button.
7. Close and reopen Edge.
