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Manage CS Web Thomson Reuters IDs

The CS Professional Suite website uses CS Web Thomson Reuters IDs to sign in. Any staff that need access to the CS Professional Suite website should have an account.
Depending on your product licensing, you may also use this account to sign in to your CS Professional Suite applications. Use the information following to manage existing accounts.
To verify the credentials you will use to sign in, complete the following steps.
  1. Open your CS Professional Suite application.
  2. In the sign in screen, the username and password fields show which account is in use.

Review and update permissions

As the CS Web administrator, complete the following steps to access a list of staff with Thomson Reuters IDs and update their permission settings.
  1. Visit tax.tr.com and select
    Log in
    . In the Access your web accounts section, select
    Sign in
     under
    CS Professional Suite, Onvio
     and then sign in using your Thomson Reuters ID.
  2. In the
    My Firm
     section, select the
    Manage Accounts
     link.
  3. Review the list of staff members and their permission settings.
  4. Select the
    Modify
     button to update that staff’s information.
  5. In the Permissions section, select the new permission level for the staff account. Note that staff who need to access CS Professional Suite applications need Software Only or later permission.
  6. Select
    Save & Return to List
    .

Delete existing accounts

In situations where a staff member should no longer have access to our website or your CS Professional Suite applications, you should delete their Thomson Reuters ID. To do so, complete the following steps.
  1. Visit tax.tr.com and select
    Log in
    . In the Access your web accounts section, select
    Sign in
     under
    CS Professional Suite, Onvio
     and then sign in using your Thomson Reuters ID.
  2. In the
    My Firm
     section, select the
    Manage Accounts
     link.
  3. Select the checkbox for the staff who you want to delete, and then select
    Delete Selected
    .

Manage roles

As the CS Web administrator, complete the following steps to change the Shipping, Mailing, or Billing contacts for your firm.
  1. Visit tax.tr.com and select
    Log in
    . In the Access your web accounts section, select
    Sign in
     under
    CS Professional Suite, Onvio
     and then sign in using your Thomson Reuters ID.
  2. In the
    My Firm
     section, select the
    Manage Roles
     link.
  3. Select a staff from the list for each of the Shipping, Billing, and Mailing contacts.

This article applies to:

  • Product: Accounting CS, Account management
  • Subject: User account