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Account management for CS Professional Suite customers

Use the Ideas Community

You can suggest ways we can improve our applications and vote on ideas submitted by others.

Access and sign in information

You can visit the
Ideas Community
 by logging in to the sign in page.
note
Use your Thomson Reuters ID and password to sign in.

Troubleshooting

Delete browsing and download history, cookies, cached images, and files.

Browse

Before you add an idea, you may want to search to check if it has already been submitted by someone else.
  • Select an idea title in the list to view more information.
  • Sort by highest score, date, or recent status change.

Filter

Select an item under
All ideas
,
With any open status
, or
In any category
 to narrow the list of results. Select the item again to remove that filter.

Search

Searching is the easiest way to find ideas related to a subject. Enter keywords in
Search CS Professional Suite & Onvio
 and then use filters to narrow your results.

Vote

Select the up or down arrow next to the idea to vote. The arrow will change to orange to indicate your vote has been submitted.

Add an idea

  1. Select
    New idea
    .
  2. Enter a short summary of your idea. The text will be searched against existing ideas and if there is already a similar one, you can comment and vote on that idea.
  3. Provide helpful information by answering a few questions about your experience.

Add a comment

When you select an idea's title you can review information, add a comment, or vote on the idea.

Subscribe to updates

Select
More
then
Turn idea status and comment notifications on
 to get notifications when an idea is updated. If you want to stop receiving updates, select
More
 then
Turn idea status and comment notifications off
.
Internal use only
Using the Idea Incubator as an employee:
Employees should:
  • Not submit ideas on behalf of customers.
  • Show interested customers how to use the site and enter their Ideas for product changes or improvements.
  • Not vote on ideas.
Troubleshooting logins with a customer:
  • Can they sign in successfully at tax.tr.com?
  • If they can sign in there, but not at the Idea Incubator, try resetting the password.
  • Do they have NetStaff licenses? (Check Flash) If yes, make sure they're using their TR ID (used for the website and Onvio) and not their NetStaff sign in.
  • If nothing works, use LogMeIn Rescue to verify they're doing it correct.
  • If still not working, get their TR ID and email cs.productexcellence@tr.com for additional help.

This article applies to:

  • Product: Account management,Engagement Manager,GoSystem Tax RS,NetClient CS,UltraTax CS,Virtual Office CS,Workpapers CS,Accounting CS
  • Subject: Search