Video: Paying invoices
Video: Viewing files
Video: Learn more about E-Signature
The Client Flow module is the next phase in our ongoing commitment to protecting your privacy and safeguarding your financial information. We have implemented Client Flow within your portal as the most secure way for you to send us any documents. Please utilize the link below to help with the document upload process. If you have any questions, please call the Harper & Co. office for assistance. If you have yet to utilize your portal, we hope that you will join us in our efforts to ensure the most secure environment to transfer and maintain your private financial information.
To assist with the upload process we have added a help & how to for the ClientFlow module. If you are used to File Exchange, it is very similar in the upload process.
Thank you for your willingness to adapt with us as we continue to maintain the most secure options for our clients.
Apple devices: Download the NetClient CS mobile app from the App Store
Android devices: Download the NetClient CS mobile app from Google Play