NetClientCS Frequently Asked Questions

NetClientCS Frequently Asked Questions:

 What if I forget my password?

• • If you forget your password, please go to the Astrike Financial Portal Login screen and click on Forgot Password. A temporary password will be e-mailed to you.
• Is the information I transfer to the portal secure?
  • Yes – in fact, it is more secure than information transferred by e-mail. All documents uploaded and published are encrypted to ensure safe transfer.
• Is NetClientCS secure?
  • Yes NetClientCS data is stored in a secure network of data centers that are among the most advanced and secure in the world. See the Security of Your Data Fact Sheet  for details.
• What is File Exchange?
  • File Exchange enables you to share information and files with us immediately and securely. This helps ensure that information is exchanged and questions are answered quickly, conveniently, and privately.
• What is the maximum file size for File Exchange?
  • Files up to 2GB in size can be exchanged.
• How long will a file stay in File Exchange?
  • It depends on the folder type:

• Temporary folders: A clock appears on the icons  for folders that are temporary. NetClientCS deletes files 14 days after they are uploaded to temporary folders.
• Permanent folders: A lock appears on the icons  for folders that are permanent. NetClientCS does not delete files from permanent folders.

• How do I know if I successfully uploaded my document?
  • The document will appear as an uploaded document on the document screen.
• What if I can’t view a document that I uploaded?
  • If you can’t view a document immediately after uploading, your upload was not successful. Please try again. If you can’t view a document that was previously uploaded, it may have been retrieved and removed by Astrike Financial. If you need access to the document again, please contact Astrike Financial.
• What other things will the portal be used for going forward?
  • At tax time, we will send an interactive 1040 Tax Organizer to collect tax information from you. You can fill it in right on the portal, attach documents and more.
• Are there any system requirements?
  • In order to use the portal, you must have the following:
    • Apple Safari version 5.0 or higher, Google Chrome, Microsoft Internet Explorer version 7.0 or higher, and Mozilla Firefox
    • Internet connection, preferably high-speed
    • Adobe reader (to view PDF files)
    • Microsoft Office 2003 or higher (to view Office documents)
    • Microsoft Windows XP or higher