CS Connect overview
CS Connect, which is automatically included with a local or network installation of CS Professional Suite applications, generally requires no setup, and provides a convenient and safe way to complete the following tasks:
- Download and apply updates.
- Download updated licenses and release notes.
- Receive timely information from Thomson Reuters.
Open CS Connect
- Open your application, then select eitherFileorUtilities.
- SelectCS Connect.
note
If you access your application through Virtual Office CS or Software as a Service (SaaS), you do not need to use CS Connect to download and apply updates because the most current version of your application is always available.
Application-specific functionality
The following applications use CS Connect for additional purposes:
- FileCabinet CS
- Transmit designated documents to NetFirm CS. (A NetClient CS or NetStaff CS license is required.)
- Transmit designated image groups for source-document processing.
- Retrieve extracted OCR data for verification and export the data to UltraTax CS.
- UltraTax CS
- Obtain authorization codes for per-return pricing (PRP) returns.
- Transmit electronically filed returns and receive acknowledgements (if Thomson Reuters is your electronic filing transmitter) using the Electronic Filing utility.
- Transmit and retrieve web client organizers, eSignature documents, and tax returns (if licensed for NetFirm CS).
- Transmit client data to CS Support for software support questions or issues (only at the request of a CS Support representative).
note
To keep your data safe, CS Connect encrypts all sensitive transactions involving monetary funds or client information using an industry-standard encryption system.
