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Install and update

Manage your license PIN

Update your license PIN to meet security requirements and download licenses for your programs.
To download and install licenses for your programs, you must enter your firm ID and license PIN (Personal Identification Number). Your default license PIN is your firm's ZIP Code, but you can't download licenses using this default PIN.
As the Licensee or Firm Delegate, update your PIN to meet the following secure PIN criteria:
  • Must contain 5 numerical characters
  • Must differ from your firm's ZIP Code
  • Can't use all the same number (such as 55555)
  • Can't use sequential numbers (such as 12345 or 54321)
  • Can't reuse a previous PIN

Change or review your license PIN

As the Licensee or Firm Delegate, follow these steps to review or change your current license PIN.
note
The Licensee or Firm Delegate serves as the account administrator with legal rights to client data. This role manages the client relationship with Thomson Reuters, including firm demographic changes, security requirements, and data responsibility.
  2. Sign in using your Thomson Reuters ID.
  3. In the
    Overview: Items available to change
     section, select
    Manage Firm
     to open the
    Firm details
     page.
  4. Select
    Edit
     for the
    License PIN
     field.
  5. Select
    View PIN requirements
     for guidance on choosing a valid PIN, then select
    Close
    .
  6. Enter a
    PIN
    , then select
    Save
    .

Web-based program exceptions

  • Virtual Office CS:
     You only need a license PIN for programs you install locally.
  • Software as a Service (SaaS):
     Your service agreement prohibits local program installation, so you don't need a license PIN.

When to share your license PIN

Share your license PIN only with firm staff members or IT professionals who need to download licenses via CS Connect. They need your firm ID and license PIN to complete these tasks:
  • Purchase an additional license.
  • Change your network configuration.
  • Renew your programs.
  • Change the licensee's name.
  • Change your firm's name or address.

Security best practices

If you suspect an unauthorized individual has accessed your programs, update your license PIN immediately. As the Licensee or Firm Delegate, regularly review active accounts with access to your programs and turn off any accounts that should not have access.
If you have additional concerns about your programs, contact Thomson Reuters via phone, chat, or email.
Internal use only
Once a new PIN is saved on the website, an update is sent to EMS immediately and the new PIN replaces the old. This can be verified by returning to the
My Account
 page.
Any User Services representative can verify the current PIN in EMS. Open the firm ID in EMS and select
Applications
,
License
, then
License/Access PIN
. The PIN can't be shared with any members of the firm.

Log calls in Flash

Any customer contacts, whether phone, chat, or email should be logged as follows.
Customer Service representatives:
  • In the
    Topic
     dropdown, select
    LIC
     for licensing.
  • In the
    Product
     dropdown, select the application mentioned during the call.
    • If UltraTax CS is owned and no application or multiple applications were mentioned during the call, select
      UT
       for UltraTax CS.
    • If UltraTax CS isn't owned and no application or multiple applications were mentioned during the call, select any one of the applications owned.
Support representatives:
  • In the
    Product
     dropdown, select the application mentioned during the call.
    • If UltraTax CS is owned and no application or multiple applications were mentioned during the call, select
      TAXPLATW
       for UltraTax CS.
    • If UltraTax CS isn't owned and no application or multiple applications were mentioned during the call, select any one of the applications owned.
  • In the
    Category
     dropdown, select
    Cust Service
    . This should be a non-billable call.

This article applies to:

  • Product: Account management,Accounting CS,Engagement Manager,FileCabinet CS,Fixed Assets CS,GoFileRoom,GoSystem Tax RS,NetClient CS,Planner CS,Practice CS,UltraTax CS,Virtual Office CS,Workpapers CS
  • Subject: Licensing

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