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.
- Go to the Self-Service Portal sign in page and sign in with your Thomson Reuters Account.
- SelectUser access, thenAdd Contact.
- Enter the staff member's contact information and select the account permission level.
- Assign at leastWeb & CS Professional Suite Desktop Softwarepermissions 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.
- SelectAdd Contactto 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.
- In the registration email, selectRegisterto create your Thomson Reuters Account.tipAdd no-reply@cs.thomson.com to your address book to help ensure uninterrupted delivery.
- Verify that your information is correct.
- Enter the password you want to use for your account, select a security question, and enter an answer.
- SelectContinue.
- Retrieve the 5-digit verification code from your email, enter the code, and then selectCreate Account.
- Review the Account Confirmation email from service@cs.thomson.com for instructions to sign in.
