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This article applies to:

  • Product: UltraTax CS

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 with
    Administrative setup
    , then continue to
    Product-specific setup
    .
  • No:
     Skip
    Administrative setup
     and go directly to
    Product-specific setup
    .

Administrative setup

Complete these steps before you set up any specific product. Your firm's Licensee or Delegate needs to complete them.
  1. Create your Thomson Reuters ID to access the CS Professional Suite website.
  2. 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.
note
  • 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.

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.

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