Practice CS setup for the Thomson Reuters Account

  • CS Payment won't ask you to sign in when you edit Kotapay account information or submit a payment. 
  • When you transfer files to clients or request files from clients, you don't need to specify which staff the file or request is coming from.  Practice CS will always send the file or request on behalf of the signed in staff.
  • You don't need to specify the staff's portal in staff set up because your staff’s Thomson Reuters Account is used to sign in to Practice CS and NetStaff CS.