Administrators: Federated Single Sign-On for the Thomson Reuters Account

Federated Single Sign-On overview

Thomson Reuters recently upgraded the sign-in experience to the Thomson Reuters Account, providing increased flexibility, new features, and convenience. Through this upgrade, Federated Single Sign-On (SSO) is now supported by most of the Thomson Reuters Tax and Accounting applications including UltraTax CS and the CS Professional Suite, Virtual Office CS, Software-as-a-Service (SaaS), NetFirm CS, GoFileRoom, AdvanceFlow, and Checkpoint Engage.
Federated SSO (also known as Federated Identity Management) is typically implemented by larger organizations to identify and allow authorized users to access multiple applications and domains using a single set of credentials. With this, your firm’s users can authenticate on your firm’s network first, then automatically authenticate in Thomson Reuters applications via Federated SSO technology.
By upgrading to Federated SSO, your firm’s IT department establishes trust between your identity provider and Thomson Reuters using metadata and certificate configurations. Once trust is established, users can sign in to Thomson Reuters products using their network credentials via your firm’s identity provider.

How it works for users

  1. Users will open their Thomson Reuters application and sign in.
  2. The Thomson Reuters application will redirect to the Thomson Reuters Account sign-in page.
  3. The user will enter their email address.
  4. The Thomson Reuters Account service will redirect them to your Workforce IAM service.
  5. Your Workforce IAM service will authenticate the user (or use an existing authentication session) and redirect back to the Thomson Reuters Account service.
  6. The user will be signed-in seamlessly to the Thomson Reuters application.

Get started

Contact Support and provide a contact in your IT department who can work with us to create the connection to the your network.