Sending data to be converted
- To submit your firm's client data for conversion, you must upload the data through your CS website account using a Secure Data Exchange (SDE). If you do not already have a CS website account, start by following these steps to set up your account.
- Once your account is set up, request a data conversion from our Product Support Team or through your Onboarding Representative.
- To set up the conversion, we will need to know your prior software, as well as a rough count of how many returns you will be converting, per entity type. Because the initial conversion is current‑year to current‑year, one locator is required for that step, with a second locator needed to roll the results forward into the subsequent year. Take care not to convert duplicate clients or test returns.
- Once you have requested the conversion, upload your data to the SDE using the instructions in this article.
Use your website account and SDE portal to send your data to us.
- Sign in to your account at https://cs.thomsonreuters.com/myaccount/login.aspx.
- SelectSecure Data Exchange.
- Select the competitor and products you're converting.
- Browse to your zip files and upload.
- SelectSubmit and Finalizeto complete the upload process.
- You'll receive a confirmation email once our Conversion Services Team receives your data.
- Sign out of your account.
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