CDS Portal

To better serve you and to move closer to a paperless firm, we have implemented CDS Portal. A portal is your own secure online account accessible from your computer, tablet or mobile device. It’s a secure, online way to access your completed tax returns and source documents.

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State-of-the-Art Security

CDS Portal uses the industry’s most advanced security measures to keep your data
safe including:

  • Class-IV, IBM-certified data centers
  • Password protected
  • 128-bit encryption

CDS Portal Features That Help Simplify Your Life

 Tax Tax Return Storage
24/7 access to your completed tax returns, with the ability to store returns for your children and  related entities all on one portal.
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Tax Organizer
The tax organizer makes it easy for you to provide us the tax information we need to process your return. Simply fill out the organizer at your convenience and we’ll be notified when it’s completed.

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Source Documents
You can upload your source documents to us through your own private, secure portal. It allows you to upload multiple files at once. 24/7 access to copies of your source documents. 

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ClientFlow
You can quickly and easily exchange information with your accountant. CDS Portal accepts multiple file formats (Microsoft Office files, budget templates, and accounting or tax files) up to 2 GB in size.

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Online Invoices
Your invoices appear in your secure CDS portal as a PDF file.

Mobile

Mobile App
NetClient CS mobile app allows you on-the-go access to your own private portal. Available for Apple and  Android.

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Easy Sign-in Access
Once you sign up to use CDS Portal, you’ll receive your own private ID and password via e-mail.

Login To Your
Client Portal
New to CDS Portal?
Sign up.

Questions or trouble logging into your client portal? E-mail cds@cdscpa.com for assistance with your CDS Portal or contact your accounting team member.

Conway, Deuth, & Schmiesing, PLLP

Client Logins