NetClient Resources
NetClient CS Set-Up and Troubleshooting
NetClient CS (Net Client) is a web-based portal that allows clients to securely share their confidential documents with their RKL service providers. NetClient enables you to easily access tax documents and financial statements created by RKL, as well as upload documents that you’d like to share with your client service provider.
Getting Started with NetClient
Are you new to NetClient? Watch this step-by-step video to get started.
Troubleshooting and FAQs
Why am I being asked to download an app for multi-factor authentication? Is this an RKL requirement?
Multi-factor authentication is a second layer of security required by online service providers to protect your data. New in 2022, Thomson Reuters, the maker of NetClient CS, is requiring multi-factor authentication for all users for added security protection.
I did not receive the RKL NetClient registration email.
Check your Junk or Spam folders, and/or your blocked email for an email from no-reply@thomsonreuters.com. If you confirm that you did not receive the email, reach out to your RKL contact to request your registration email be resent.
Unable to log in to RKL’s NetClient portal?
First, confirm that you registered your account. You should have received an email containing a registration link from no-reply@thomson-reuters.com. If you haven’t received the registration email, please refer to the “I did not receive the RKL NetClient registration email” FAQ above.
I cannot recall my password.
At the NetClient CS login screen, click on the “Forgot password?” link. You should have the option to reset via email, or via security questions.
I cannot recall my NetClient CS username (login).
You will need to reach out to your RKL contact to request your login/username.
Do you have a NetClient account with another company?
If you have a NetClient CS account with another company (for example, a financial institution), your Internet browser may take you to that company’s NetClient login instead of RKL’s. Try accessing RKL’s NetClient login via a different Internet browser.
My multi-factor authentication (MFA) is not working. What do I do?
You will need to reach out to your RKL contact to request a 24 hour MFA code. This will allow you to login to your NetClient CS portal and review your MFA devices. In your NetClient CS account, at the top right click on your name, and then click on “Manage Multi-factor Authentication.”
I have a new mobile device that I need to setup multi-factor authentication (MFA).
You will need to reach out to your RKL contact to request a 24 hour MFA code. This will allow you to login to your NetClient CS portal and review your MFA devices. In your NetClient CS account, at the top right click on your name, and then click on “Manage Multi-factor Authentication."
Can I add multiple devices to my account for MFA?
Yes. In your NetClient CS account, at the top right click on your name, and then click on “Manage Multi-factor Authentication”.
My NetClient CS account is locked. What do I do next?
If your NetClient CS account is locked, you should have received an email from “no-reply@thomsonreuters.com” (you may need to check your spam, junk, and/or blocked email).
• The email should include a link to unlock your account.
• If you do not click the unlock link in the email, or you did not receive an email, then your account will be locked for a 24 hour period.
This setting is generated by Thomson Reuters. RKL does not have the ability to unlock accounts, or change the account lock time period.
I am unable to upload documents into my folder(s).
Are you using an Internet browser supported by NetClient CS? If so, you may need to clear the cache in your Internet browser. For more info, please refer to our NetClient CS Instructions and Troubleshooting document for details.
NetClient CS is not available
Thomson Reuters may be experiencing issues with their NetClient CS portals. Refer to their system status page, scroll down the list until you see “NetClient CS”: https://taxprofessionals-status.hostedtax.thomsonreuters.com/
If the system status page shows NetClient CS as “operational”, then the issue may be with your Internet browser. Please refer to our NetClient CS Instructions and Troubleshooting document for details on how to resolve.
Unable to access NetClient or NetClient just spins or NetClient does not load properly
Try a different Internet browser. NetClient CS supports the following Internet browsers:
• Google Chrome
• Mozilla Firefox
• Microsoft Edge
If you continue to encounter problems, NetClient CS recommends clearing the browsing history, download history, cookies, cached images and/or cached files from your Internet browser. This can help clear saved passwords and login information that you need to clear if the browser is trying to automatically log you in to a portal.
GOOGLE CHROME:
1. Open Chrome.
2. On your browser toolbar, click the Chrome menu (three dots icon in the upper-right corner of the
browser).
3. Point to More tools and then select Clear browsing data.
4. In the Clear browsing data dialog, click the Advanced tab.
5. Mark the checkboxes for Browsing history, Download history, Cookies and other site data, Cached
images and files, and Passwords and other sign-in data.
6. Click the Clear data button.
7. Close and reopen Chrome
MOZILLA FIREFOX:
1. In Mozilla FireFox, click the Menu button (three horizontal line icon in the upper-right corner of the
browser).
2. Select History and choose Clear Recent History...
3. In the Clear Recent History dialog, choose the desired range to clear in the Time range to clear: dropdown.
4. Under History, mark the checkboxes for Browsing & Download History, Form & Search
History, Cookies, and Cache.
5. Click the OK button.
6. Close and reopen Firefox.
MICROSOFT EDGE:
1. In Microsoft Edge, click the Settings and more icon (three dots icon in upper-right corner of browser).
2. Click on Settings, and click on Privacy, search, and services.
3. Scroll down to the Clear browsing data section.
4. Next to “clear browsing data now”, click on the “Choose what to clear” button.
5. Mark the checkboxes for Browsing history, Download history, Cookies and other site data, and Cached
images and files.
6. Click the Clear now button.
7. Close and reopen Edge.
