Common questions about the Thomson Reuters Account upgrade

If you're not prompted to authenticate when you sign in to DT FileCabinet, make sure you use

File

then

Sign out

before you close the application.

For DT Practice, a user preference has been added to automatically sign users out upon exit of the application. This is not enabled by default. You need to turn it on if desired.

Otherwise, closing the program with File then Exit or selecting the red x in the upper right corner of the DT Professional Suite program might cause the program to open on subsequent occurrence without prompting for credentials or two-factor authentication.

Anyone with an Onvio account already has a Thomson Reuters Account. If you have signed into Onvio recently, two-factor authentication is already enabled on your Thomson Reuters Account and there's nothing you need to do. If not, you can sign into Onvio now and enable two-factor authentication when prompted.

If you have a DT Client Portal staff account, you will have to wait until the website has been updated. At that point, you will be able to go through the transition process for your DT Client Portal account. You'll need to enter the email address used in your Thomson Reuters Account if you already have one (like an Onvio account) or the email address that you would like to use for your new Thomson Reuters Account, when prompted to do so.

For customers that already have an Onvio sign-in, they will enter the same credentials they are using today.

For DT Client Portal customers, they will be prompted to upgrade theirs DT Client Portal accounts to new Thomson Reuters Accounts and set up two-factor authentication the first time they sign in after the update is available.

For DT FileCabinet and DT Practice customers, they will sign in using either their DT Client Portal staff account credentials (after upgrading them), or Onvio staff account credentials.

It is now required to set up two-factor authentication. This may be a new experience for some customers if MFA was not required in the past. Also note that the current MFA process will be changed as part of the Thomson Reuters Account upgrade.

Customers will be encouraged to download the Auth0 Guardian app. This will be the preferred app as it will provide push notification functionality (meaning it will ping your phone, ping your watch, etc.). However, customers can use other apps, like Google Authenticator, TR Authenticator, etc., but those will not provide push notification functionality and customers will need to manually enter the 6-digit code those apps produce.

There are also other options besides apps for two-factor authentication. Review Two-factor authentication for a Thomson Reuters Account help article which explains the other options such as phone call, text, hardware tokens or biometrics and email is always a secondary option.

If you have multiple DT Client Portal staff and/or client accounts, a different Thomson Reuters Account is needed for each one. If you only have one email address, consider using an alias.

We would recommend going through the migration process with your primary DT Client Portal staff account first. During that process you would enter the email address used on your Thomson Reuters account (if applicable) and then it will be linked.