Communicate with NetClient CS customers about the Thomson Reuters Account upgrade

To assist your firm in communicating the Thomson Reuters Account upgrade changes with your NetClient CS customer base, including clients that use NetClient CS organizers, we have created and made available several e-mail template and video resources.

NetClient CS Communication Template
NetClient CS and Onvio Client Center Communication Template
Migrating your NetClient CS account video
Migrating your NetClient CS account when you have an existing Onvio Client Center account video

To best prepare for the questions you might receive, we recommend printing the Client Communications report available in UltraTax CS. The report includes login and name details of clients that use web organizers. To access:

Open UltraTax CS.
Select
Utilities
, then
Client Listing Reports
.
Select the
Client Communications
option.

To stay up to date on the latest information and required action steps, please visit Prepare Now to upgrade to the Thomson Reuters Account.