Prepare to upgrade to the Thomson Reuters Account

The Thomson Reuters Account upgrade

This article will serve as a central resource for CS Professional Suite, NetFirm CS (including NetStaff CS and NetClient CS), GoFileRoom, and Engagement Manager customers upgrading from the legacy authentication process to a new simplified sign-in experience. We've worked hard to reduce the number of usernames and passwords you need to use our products. We encourage you and your firm’s administrators to visit this resource for up-to-date news and required action steps for a successful transition.
To make the update as smooth as possible for you and your firm, we want you to know what to expect before the changes, currently scheduled to take place on November 3, 2023.

What is it

A Thomson Reuters Account gives all users, including staff and clients, a single account to access Thomson Reuters products. Using 1 email and password you can access products like CS Professional Suite, NetFirm CS (including NetStaff CS and NetClient CS), GoFileRoom, and Engagement Manager with the same account.
As a result of all Thomson Reuters products moving to a standard sign-in process, you might notice that your sign-in screens and other security options within the user interface have changed or no longer apply.

What’s new

On November 3, 2023, we're transitioning our customer sign-ins to 1 new type: the Thomson Reuters Account. We’re excited to share the added productivity this new experience will bring to your staff.
Benefits include:
  • An updated multi-factor authentication system called two-factor authentication
     that further improves security. We’re adding new and easier options, like phone call, text messages, email, biometric and hardware tokens, and partnering with Auth0 for our preferred mobile app.
  • A simplified sign-in experience
    . You’ll only need 1 email and 1 password to access your products and online account. Additionally, all Thomson Reuters account-related email notifications will come from the same sender address: access.info@thomsonreuters.com.
  • Increased security for you and your customers
    . Two-factor authentication will be required for all users, both staff and clients. Additionally, passwords will no longer expire after 90 days.
  • No more authentication cards
    . The Thomson Reuters Authenticator Cards have been discontinued and new two-factor authentication options are being added. It's important to prepare to stop using TR Authentication Cards as they won’t work with the Thomson Reuters Account.

When will the transition take place

The all-new sign-in experience is scheduled to take place on November 3, 2023, in the early morning hours.

How can we prepare for the upcoming changes on November 3, 2023

  1. Download the Auth0 Guardian mobile App
    . The new Thomson Reuters Account is backed by the Auth0 Guardian mobile app. All users of GoFileRoom and Engagement Manager should download the Auth0 Guardian mobile App prior to the transition date. The app is free on the Apple App Store and on Google Play for Android.
    Federated SSO: If your firm has deployed Federated SSO for GoFileRoom, the Auth0 Guardian App is not a requirement for your staff users.
  2. Plan communications to your clients
    : It will be important to educate your clients that currently collaborate with your firm via NetClient CS. Client Center and NetClient CS ClientFlow will also now require two-factor authentication for their accounts as an extra level of security. We have prepared sample communications to help your clients so that they receive continued service.
    Download example messaging here: NetClient Communication Template.
  3. Learn more about the Thomson Reuters Account.

This article applies to:

  • Product: Cloud Audit Suite
  • Subject: Two-factor authentication