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Text Content

Directory Global directory


TAX AND ACCOUNTING REGIONS

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SECTORS

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CS PROFESSIONAL SUITE®




HELP & HOW-TO CENTER



Account and application management

   
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GETTING STARTED WITH YOUR NEW CS PROFESSIONAL SUITE APPLICATION

Whether you are getting started with your first CS Professional Suite
application, or you're expanding the products you own - we're pleased you're a
part of the Thomson Reuters family. It's our mission to help you every step of
the way through the setup of your new application.

We know that changing the software that powers your business can be a major
undertaking, so we've created a guide to make your transition as smooth as
possible.

If you've just purchased Onvio, see the Onvio Help & How-To Center


IS THIS YOUR FIRST CS PROFESSIONAL SUITE APPLICATION?

If yes, begin with the Administrative setup section. If no, skip to the Product
specific setup section.

ADMINISTRATIVE SETUP

Welcome! There are a few administrative steps you will need to complete that are
not specific to your CS Professional Suite applications. The steps below should
be completed by your firm's Licensee or Delegate.

 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.
 3. Create Thomson Reuters IDs for your staff, and assign account permissions.
 4. Learn about multi-factor authentication, an additional layer of security we
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PRODUCT-SPECIFIC SETUP

Choose the product you purchased below to learn about the steps required to get
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Notes:

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Accounting CS and Accounting CS Payroll

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Workpapers CS

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NetClient CS does not 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
HHTC, paid training and Technical Support for additional options.

There are two Practice CS Transition Tutorials:

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   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
Representative for the firm and how to contact that team on behalf of the firm.






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