Thomson Reuters Account

Migrate a client Thomson Reuters Account

If your accountant or tax preparer uses Thomson Reuters portals to collect and manage your tax, accounting, or payroll information, this page provides guidance for required changes to your portal credentials. The new Thomson Reuters Account merges your old logins into one single account for every application, and provides a more secure sign-in using two-factor authentication. This means the first time you sign in you'll need to set up your two-factor authentication device and choose a new password.
Your account requires action if you previously used one or more of the following applications:
  • DT Client Portal
  • Onvio Client Centre

Before you start

Depending on which portals you use, your setup steps may change. Read the following scenarios carefully and only follow the steps for the one that applies to you.

Scenario 1: You have only one portal which is DT Client Portal

  2. Use your DT Client Portal credentials and select
    Upgrade my DT Client Portal login
    .
  3. Enter an email address to use for your account sign-in.
  4. Follow the on-screen prompts to set up your Thomson Reuters Account and two-factor authentication.

Scenario 2: You have Onvio Client Centre and only one DT Client Portal account

Follow these steps if you use Onvio Client Centre and also have one DT Client Portal account.
  2. Enter DT Client Portal credentials and select
    Upgrade my DT Client Portal login
    .
  3. Enter the email address currently associated with your Onvio Client Centre Thomson Reuters Account. The system will apply your existing Onvio Client Center account and method for two-factor authentication to your other portal.

Scenario 3: You have two or more DT Client Portal accounts and possibly an Onvio Client Centre account

  2. Enter DT Client Portal credentials and select
    Upgrade my DT Client Portal login
    .
  3. If you use Onvio Client Centre:
    1. Enter the email address currently associated with your Onvio Client Centre Thomson Reuters Account. The system will apply your existing Onvio Client Centre account and method for two-factor authentication to your other portal.
    2. Go to step 5.
  4. If you do
    NOT
     use Onvio Client Centre:
    1. Enter the email address you want to associate with this account. If you already have a Thomson Reuters Account associated with the email address entered, the system will guide you to step C.
    2. Follow the on-screen steps to create a Thomson Reuters Account.
    3. Enter your Thomson Reuters Account credentials.
    4. Set up your preferred method for two-factor authentication.
  5. Sign out of secure.dtnetlinkdev.ca .
  6. Migrate the next account by accessing secure.dtnetlink.ca.
  7. Select
    Upgrade my DT Client Portal login
    and enter the credentials for your next portal.
  8. This account will require a different email address
    . Enter the alternate email address you want to associate this Thomson Reuters Account.
  9. Follow the on-screen steps to create a Thomson Reuters Account.
  10. Enter your Thomson Reuters Account credentials.
  11. Set up your preferred method for two-factor authentication.
  12. If you already have a Thomson Reuters Account associated with the email address entered, you may also have an established method for two-factor authentication. The system will guide you accordingly.
  13. Sign out of the Thomson Reuters Account associated with this account.
  14. If you have any additional accounts, repeat steps 6-13 for every additional portal account.

This article applies to:

  • Product: Account management
  • Subject: Two-factor authentication,Two-factor authentication