Cyber security is vital. At Felsing LLC we understand the importance of protecting your sensitive data and your identity. We offer clients the opportunity to exchange data in a simple and safe way via a secure portal system. This portal system is a cloud file exchange system that requires a client-established login and password to access. With automatic email notifications, it makes sharing sensitive data that much easier.

Portal FAQs

1What is Multi-factor Authentication (MFA)?

After logging in you may be prompted to set up Multi-factor Authentication (MFA). While setting up MFA to your login is not required, it does add an additional level of security.

Multi-factor authentication (MFA) is a security system that requires more than one method of authentication from independent categories of credentials to verify the user's identity for a login or other transaction.

2What are the steps for Multi-factor Authentication (MFA)?
  1. Download the Thomson Reuters Authenticator mobile app on your mobile device.
  2. During the steps to enable MFA for your account, you will scan a QR code that pairs your mobile device and account.
  3. The next time you log in to an application or use your account to sign into our website, you will receive a notice on your mobile device from the mobile app.
  4. Validate you are the person attempting to sign in by approving the request on your mobile device. If you are not attempting to sign in, you can reject the request, denying access.
    3How do you view and download file exchange files?
    1. In the Documents section of the navigation pane, click the File Exchange link.
    2. In the File Exchange screen, click the folder that contains the file you want to view. Depending on the folder structure, you may need to open sub-folders to access the file.
    3. Click on the name of the desired file. Depending on how your computer is configured, you will be prompted to either save or open the file.
    4. After you open a file, you can print it or download it by choosing Save As from the File menu and navigating to the desired folder.
    5. To download all files from a folder, including any files in subfolders within the folder, select the files or folders and then click the Download Selected button at the top of the File Exchange screen. NetClient CS creates a ZIP file with the selected files that you can save to your computer.
    6. If Sign and Reject icons appear to the right of the file in the File Exchange screen, review the file and click the Sign icon to sign the file electronically or click the Reject icon.
    4How can I upload files to the File Exchange?
    1. In the Documents section of the navigation pane, click the File Exchange link.
    2. In the File Exchange screen, click the folder to which you will upload the file. Depending on the folder structure, you might need to navigate through sub-folders to access the desired folder.
    3. Click the Upload icon.
    4. Do one of the following:
    5. Click the Add files button, navigate to the files you want to upload, select them, and click the Open button. Then, click the Start upload button.
    6. If your internet browser supports HTML 5, the words "Drag files here" appear in the upload section. You can upload files by dragging the files to the file list. Then, click the Start upload button.

      Note: You can upload files of up to 2 gigabytes (GB) each to File Exchange folders.

      If the files you need to upload are in Dropbox, click Choose from the Dropbox at the bottom of the upload dialog, navigate to and select the files you want to upload, and click the Choose button.

      If you uploaded all requested files to a folder within the File Transfers folder, click the Complete File Transfer button. After you click on this button, NetClient CS will not allow you to upload additional files to the folder in this session. NetClient CS will also notify us that you uploaded the requested files. Note: Do not click the Complete File Transfer button if you need to upload additional files.

    5What should I look for come January 1st?
    During January, Felsing LLC will begin uploading tax organizers to your portal. When this occurs, you will receive an automatic email notifying you that your organizer is ready to complete with a link to your portal.
    6What are the folders on the left hand of the screen in my portal?
    The folders on the left hand side of the screen are interactive. When completing your organizer you will want to click through these folders and answer any applicable questions.
    7What do I do once I've completed the organizer?

    When you have completed the organizer, you can upload your supporting tax documents by clicking on Uploaded Tax Documents on the left hand side of the screen.

    To the middle of the screen, you will click "Upload" which will bring up a dialogue box.

    The dialogue box will allow you to "Add Files" or simply drag and drop them into the dialogue box.

    After you have uploaded the supporting documents, click on "Start Upload". Once all supporting documentation is loaded, click on "Send to Preparer". It is important to note that once you click on "Send to Preparer" you will not be able to add additional documents to your organizer. Any additional documents will need to be added through File Exchange.

    8How long will File Exchange store files?

    It depends on the type of folder to which the file was uploaded. For Temporary folders, files are stored for 14 days, and a clock will appear on the icon.

    For Permanent folders, files will not expire, and a lock will appear on the icon.

    9Can I upload multiple files in a single batch?
    Yes
    10What is the size limit for uploading files through File Exchange?
    You can upload files of up to 2 gigabytes (GB) each.
    11Why does it take so long to download / upload files?
    The duration of a download or upload depends on the size of the file and speed of your internet connection. To minimize the duration, consider reducing the size of your files and uploading fewer at a time.
    12When I try to upload a file, I receive a message that states "File is missing or empty." Why is this happening?
    If you are typing the file name, make sure the location and name are correct, or browse to the file by clicking the Select Files button.
    13I need to upload a document to my portal but don't know where to access the login screen.
    You can log in by going to www.netlinksolution.com or you can access your portal through our company website www.felsingcpa.com and clicking on the portal link on the upper right hand corner of your screen
    14I have MFA set up on my account and have recently received a new phone. How can I log in using my new phone?
    First you will want to install the Thomson Reuters Authentication on the new device. Then unpair the old device from your account. Now, set up multi-factor authentication to link your account on the new device.
    15I have followed the above steps but I am still unable to access my account using my new device. What can I do?
    Call our office at (407) 412-9299 and ask for April. April will generate a temporary 24-hour numerical code to access your account. Once your temporary code is provided, you can enter it by clicking the Enter a code link on the application login screen.
    16I forgot my username or password. How can I get this information?
    Call our office at (407) 412-9299 and ask for April and she can provide you with your username or reset your password.