Client Login

NetClient CS Login – CPA Portal

The safe and secure way to exchange documents with Ehlen Heldman & Company.


Access your NetClient CS portal to transfer documents or view your tax organizer.

(Please do not upload any wealth management service related documents to this portal.)

Need Help?

 

View our training video for assistance with:

  • How to Log In
  • How to Update Your Password
  • How to Retrieve a File or Document
  • How to Upload a File or Document

Wealthscape Investor Login – Account Access

The secure login to access your National Financial Services LLC account.

Access your Account to:

  • View Account History
  • Change Document Delivery Preference
  • Obtain Statements & Tax Documents