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Account management for CS Professional Suite customers
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This article applies to:

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

Create and register user accounts with Thomson Reuters IDs

The CS Professional Suite website uses a Thomson Reuters ID (TRID) to sign in. Any staff that need access to the CS Professional Suite website should have an account.

Create a new Thomson Reuters ID for staff

As the CS Web administrator, complete the following steps to create a Thomson Reuters ID for your staff.
  1. Go to the My Account page on our website and sign in with your Thomson Reuters ID.
  2. In the My Firm section, select
    Manage Accounts
    .
  3. Select
    Add Contact
    .
  4. Enter the staff's contact information and the account permission level.
    • Each staff member's Thomson Reuters ID must have at least
      Software Only
       permissions to access your CS Professional Suite applications.
    • The email address used must be unique and not in use with account under a different Firm ID.
  5. Select
    Save and return to List
    .
note
  • A registration email is automatically sent to staff with instructions to register their account.
  • In the Manage Accounts screen, you can see which of your staff have a Thomson Reuters ID.
  • If no staff have Admin permissions, the licensee needs to create their Thomson Reuters ID first.

Register a new Thomson Reuters ID

After your CS Web administrator creates your account, you'll receive a registration email with instructions to register your new account. To do so, complete the following steps.
  1. In your registration email, select the
    Register
     button.
    tip
    To ensure uninterrupted delivery, add subscriptions@cs.thomson.com to your address book.
  2. Make sure that your information is correct.
  3. Enter the password you'd like to use for your account.
  4. Select
    Register Me
     to complete your account registration.
  5. On the confirmation screen, select the
    cs.thomsonreuters.com
     link and sign in with your Thomson Reuters ID.