Migrate a tax client ³ÉÈËVRÊÓƵ Account
If your accountant or tax preparer uses ³ÉÈËVRÊÓƵ portals to collect and manage your tax, accounting, and payroll information, this page provides guidance for required changes to your portal credentials. The new ³ÉÈËVRÊÓƵ Account merges your old logins into one single account for every application, and provides a more secure sign-in using two-factor authentication. This means the first time you sign in you'll need to set up your two-factor authentication device and choose a new password.
Your account requires action if you previously used one or more of the following applications for tax filing documentation, access paystubs, and submit payroll:
- NetClient CS
- Employee Self-Service
- Onvio Client Center
- Virtual Client Office CS (including Accounting CS Client Access)
Before you start
Depending on which portals you use, your setup steps may change. Read the following scenarios carefully and only follow the steps for the one that applies to you.
Scenario 1: You access only one portal
- Access
- Use your NetClient CS, Employee Self-Service, or Virtual Office credentials and selectUpgrade my NetStaff CS or NetClient CS login.
- Enter an email address to use for your account sign-in.
- Follow the on-screen prompts to set up your ³ÉÈËVRÊÓƵ Account and two-factor authentication.
note
Use our if you prefer video steps and screenshots.
Scenario 2: You access Onvio Client Center and only one other portal
Follow these steps if you use Onvio Client Center and only one of these portals: NetClient CS, Employee Self-Service, Virtual Client Office CS (including Accounting CS Client Access).
- Access .
- Enter NetClient CS, Employee Self-Service, or Virtual Client Office CS credentials and selectUpgrade my NetStaff CS or NetClient CS login.
- Enter the email address currently associated with your Onvio Client Center ³ÉÈËVRÊÓƵ Account. The system will apply your existing Onvio Client Center account and method for two-factor authentication to your other portal.
note
If you prefer a video, for upgrading your account if you use Onvio Client Center and one other portal.
Scenario 3: You access Onvio Client Center and more than one other portal
Follow these steps if you use Onvio Client Center and more than one of these portals: NetClient CS, Employee Self-Service, Virtual Client Office CS (including Accounting CS Client Access).
- Access .
- Enter NetClient CS, Employee Self-Service, or Virtual Client Office CS credentials and selectUpgrade my NetStaff CS or NetClient CS login.
- Enter the email address currently associated with your Onvio Client Center ³ÉÈËVRÊÓƵ Account. The system will apply your existing Onvio Client Center account and method for two-factor authentication to your other portal.
- Sign out of netlinksolution.com.
- Migrate the next account. Access .
- SelectUpgrade my NetStaff CS or NetClient CS loginand enter the credentials for your next portal.
- This account will require a different email address. Enter the alternate email address you want to associate this ³ÉÈËVRÊÓƵ Account.
- Follow the on-screen steps to create a ³ÉÈËVRÊÓƵ Account.
- Enter your ³ÉÈËVRÊÓƵ Account credentials.
- Set up your preferred method for two-factor authentication.
- If you already have a ³ÉÈËVRÊÓƵ Account associated with the email address entered, you may also have an established method for two-factor authentication. The system will guide you accordingly.
- If you do not have any additional accounts, you can skip this step: Sign out of the ³ÉÈËVRÊÓƵ Account account associated with this account
- Repeat steps 5-11 for every additional portal account.
Scenario 4: You access more than one portal except Onvio Client Center
Follow these steps if you use NetClient CS, Employee Self-Service, Virtual Client Office CS (including Accounting CS Client Access) but don't use Onvio Client Center.
- Access .
- Enter NetClient CS, Employee Self-Service, or Virtual Client Office CS credentials and selectUpgrade my NetStaff CS or NetClient CS login.
- Enter the email address you want to associate with this account. If you already have a ³ÉÈËVRÊÓƵ Account associated with the email address entered, the system will guide you to step 5.
- Follow the on-screen steps to create a ³ÉÈËVRÊÓƵ Account.
- Enter your ³ÉÈËVRÊÓƵ Account credentials.
- Set up your preferred method for two-factor authentication.
- Sign out of netlinksolution.com.
- Migrate the next account. Access .
- SelectUpgrade my NetStaff CS or NetClient CS loginand enter the credentials for your next portal.
- This account will require a different email address. Enter the alternate email address you want to associate this ³ÉÈËVRÊÓƵ Account.
- Follow the on-screen steps to create a ³ÉÈËVRÊÓƵ Account.
- Enter your ³ÉÈËVRÊÓƵ Account credentials.
- Set up your preferred method for two-factor authentication.
- If you already have a ³ÉÈËVRÊÓƵ Account associated with the email address entered, you may also have an established method for two-factor authentication. The system will guide you accordingly.
- If you don't have any more portal accounts to migrate, you're done and can skip the remaining steps. Otherwise, sign out of the ³ÉÈËVRÊÓƵ Account account associated with this account
- Repeat steps 5-11 for every additional portal account.