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Client Tools

Welcome to Yeo & Yeo’s Client Tools where our clients can access our secure Client Portals for sharing documents, request IT support and conveniently make online payments. Initial authorization and login setup are required for all of our Client Portals. Contact your Yeo & Yeo professional to request Client Portal access.

Secure file transfer for Yeo & Yeo’s payroll, consulting and accounting clients.

For portal assistance, please review Yeo & Yeo’s NetClient CS Portal FAQ.

Secure file transfer for BGL’s payroll, consulting and accounting clients.

For assistance exporting documentation for personal retention, please review these Download Instructions.

Document exchange and request list management for business clients

YYTECH IT Clients: All service requests are escalated by severity of issue.

For emergency after-hours support call 989.797.4075, option 7.

Submit an online service request at the link below or email helpdesk@yeoandyeo.com.

Convenient online payment options are available for clients of Yeo & Yeo companies:

  • Electronic Funds Transfer/ACH
  • Online Credit Card Payment (service fee applies)
  • Finance Options (based on eligibility)