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Account management for CS Professional Suite customers

Create and register user accounts for Self-Service Portal

The CS Professional Suite website uses a Thomson Reuters Account to sign in. Any staff that need access to tax.tr.com for CS Professional Suite products should have an account.

Create a new Self-Service Portal account for staff

As the Self-Service Portal administrator (or licensee or delegate), complete the following steps to create an account for your staff.
  1. Go to the Self-Service Portal sign in page and sign in with your Thomson Reuters Account.
  2. Select
    User access
    , then
    Add Contact
    .
  3. Enter the staff member's contact information and select the account permission level.
    • Assign at least
      Web & CS Professional Suite Desktop Software
       permissions so the staff member can access your CS Professional Suite applications.
    • Use an email address that is unique and not already associated with an account under a different Firm ID.
  4. Select
    Add Contact
     to save your changes. The portal displays a confirmation message after it adds the contact.
note
  • The system automatically sends a registration email from no-reply@cs.thomson.com to the staff member with instructions to register the account.
  • If no staff members have administrator permissions, the licensee or delegate need to create their Self-Service Portal account first.

Register a new Self-Service Portal account

After your Self-Service Portal administrator creates your account, you'll receive a registration email from no-reply@cs.thomson.com with instructions to register your account. Complete the following steps.
  1. In the registration email, select
    Register
     to create your Thomson Reuters Account.
    tip
    Add no-reply@cs.thomson.com to your address book to help ensure uninterrupted delivery.
  2. Verify that your information is correct.
  3. Enter the password you want to use for your account, select a security question, and enter an answer.
  4. Select
    Continue
    .
  5. Retrieve the 5-digit verification code from your email, enter the code, and then select
    Create Account
    .
  6. Review the Account Confirmation email from service@cs.thomson.com for instructions to sign in.

This article applies to:

  • Product: Account management,UltraTax CS,GoSystem Tax RS,Workpapers CS,Accounting CS,Engagement Manager
  • Subject: User account