Get started with CS Professional Suite
Complete required administrative tasks and set up your CS Professional Suite products.
Whether you're installing your first CS Professional Suite application or adding new products, we're glad you're part of the Thomson Reuters family. We'll help you through setting up your new application.
Changing the applications that runs your business takes planning and time. We created this guide to make your transition as smooth as possible.
If you purchased Onvio, refer to Onvio Help and Support.
important
Is this your first CS Professional Suite application?
- Yes:Start withAdministrative setup, then continue toProduct-specific setup.
- No:SkipAdministrative setupand go directly toProduct-specific setup.
Administrative setup
Complete these steps before you set up any specific product. Your firm's Licensee or Delegate needs to complete them.
- Create your Thomson Reuters ID to access the CS Professional Suite website.
- Update your license PIN from the default ZIP Code to a more secure number.
Product-specific setup
Select the product you purchased to learn about the steps required to get started.
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- If you chose Virtual Office or Software as a Service (SaaS) hosting, complete the hosting setup first. Then complete the product-specific setup.
- If you purchased multiple products and host them in your own environment, begin with Practice CS.
- If you didn't purchase Practice CS (or you already configured it), begin with the product you're ready to set up.
Internal use only
NetClient CS doesn’t have a transitional tutorial. Firms that purchase only NetFirm CS have the option to choose a fee OnDemand training for either NetStaff CS or NetClient CS. The NetClient-only firms should refer to the OnDemand, the Help and Support center, paid training, and Technical Support for additional options.
There are 2 Practice CS Transition Tutorials:
- Pre-conversion tutorial: Covers conversion options, tips on preparing for the conversion, a step by step walk-through of the conversion process, and information on how to submit data for conversion.
- Post-conversion Tutorial: Covers how to download and restore their Practice CS database, ways to verify data, and tips for getting started with Practice.
Review The Customer Onboarding Team for how to determine the Customer Success Rep for the firm and how to contact that team on behalf of the firm.
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.
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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.
- Go to the sign-in page.
- Sign in using your Thomson Reuters ID.
- In theOverview: Items available to changesection, selectManage Firmto open theFirm detailspage.
- SelectEditfor theLicense PINfield.
- SelectView PIN requirementsfor guidance on choosing a valid PIN, then selectClose.
- Enter aPIN, then selectSave.
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 theTopicdropdown, selectLICfor licensing.
- In theProductdropdown, select the application mentioned during the call.
- If UltraTax CS is owned and no application or multiple applications were mentioned during the call, selectUTfor 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 theProductdropdown, select the application mentioned during the call.
- If UltraTax CS is owned and no application or multiple applications were mentioned during the call, selectTAXPLATWfor 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 theCategorydropdown, selectCust Service. This should be a non-billable call.
