Getting Started with the Net Client Portal

Register your account – You will receive an email from our office with a link to register your account. We recommend that you use your email as your user ID and choose a secure password.

Access your account – Use the Login link from the email or go to nancyteff.com and click on “Client Login.” Please allow 48-72 hours for documents to appear on your page after you have registered your account.

Access your documents – On your home page, you will see your name on the left hand side of the page. Click on your name and documents should appear. Just click on the document to open. You can then view, print or save your document to your computer.

Send a document to our office – On the left hand side is a tab for “File Exchange.” Click this tab. You will then see the exchange page. To upload a document from your computer, click “add files.” When you see your file, you can then press “start upload.” We will then receive an email at our office that you have sent us a document.

Log out of Net Client – Double click your name in the upper right hand corner, then choose “log out.”

Get help – There is a Help button in the upper right hand corner. If you need further assistance, please contact us at 602-235-9296 or send an email to Vanessa at Vanessa@nancyteff.com.

Speak Your Mind