How can I get access to the secure portal?

You can contact us to request an invite to register your personal secure portal. The link has in the subject heading “NetClient CS.” You will be asked to create a username and password, and then you will be able to access it.

How to Submit Your Documents

Use the dots below to navigate

Access your Folders

When you enter the portal, it will look like the picture below. On the far left is a column that says “NetClientCS.” Under it is the heading “Documents”. Under that is a link to “File Exchange.”

You can also click your name in the upper right corner to change your email, password and manage your security options.

Logging into your portal

Navigating Your Account

If you click on “File Exchange, you will see 3 folders. Please select Source Documents and upload all of your tax documents there.

How to Upload

Now that you are in the Source Documents folder, use the menu to manage your files.  “Home” and “up” are navigational. To upload files, click “upload.”

Add Your Files

When you click on “upload” a window opens that says “drag files here”. There are two buttons at the bottom of that window that says “add files” and “start upload.”

You can upload more than once. We will contact you to find out if we have everything or if you are planning to upload more later before we begin to process your returns.

You can also download your tax returns from the “Tax Returns” folder.

David is a registered representative at LifeMark Securities Corp. For additional information, please visit FINRA BrokerCheck LifeMark Securities Corp., member FINRA /SIPC, and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with TaxMaster Financial Services. LIFEMARK does not provide tax or legal advice. LifeMark Securities Corp. Privacy PolicyLifeMark Securities Corp. DOL Best Interest Disclosure Important Consumer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; 1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements. 2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation. Image Credit


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