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Prepare to upgrade to the Thomson Reuters Account for tax and accounting customers

Common questions about the Thomson Reuters Account upgrade for Tax and accounting customers

  • Do I need to get all customers set up on two-factor authentication all on the same day?
    • Two-factor authentication (2FA) methods can be enabled on each customer’s Thomson Reuters Account ahead of time. If 2FA is not enabled, each customer will be prompted to set up a new two-factor authentication method the first time they log in after the new sign-in experience is released.
  • What happens when you are not being prompted when signing into applications?
    • If you are not being prompted to authenticate when signing into applications, make sure to use
      File
       then
      Sign out
       in your application before closing the application.
    • Closing the program with
      File
       then
      Exit
       or selecting the red x in the upper right corner of the CS Professional Suite program might cause the program to open on subsequent occurrence without prompting for credentials or 2 factor authentication. 
  • What happens to my MyAccount/CS Web account on tax.thomsonreuters.com?
    • Your My Account/CS Web account, Manage My Products, has not yet moved to the new sign-in experience.
    • You should continue to use the Thomson Reuters website to grant access to desktop applications.
    • The Thomson Reuters website allows users to create multi-factor authentication (MFA) temporary codes. These MFA temporary codes can be used on any applications/sites that has not moved to Thomson Reuters Accounts and the new sign-in experience such as UltraTax CS 2017 and UltraTax CS 2016 and your My Account/CS Web account. You cannot use these MFA temporary codes on applications/sites that have moved to Thomson Reuters Accounts and the new sign-in experience
  • Can our staff start going through the process of creating Thomson Reuters Accounts now?
    • If you can sign in to Onvio or the Tax & Accounting Professionals Learning Center, you already have a Thomson Reuters Account. If you sign in to Onvio, two-factor authentication is already enabled on your Thomson Reuters Account and there's nothing you need to do. If you only use your Thomson Reuters Account to sign in to the Tax & Accounting Professionals Learning Center, sign in to your Thomson Reuters Account and enable two-factor authentication.
    • If you have a Thomson Reuters ID (TRID) account that you use to sign in to CS Professional Suite desktop applications, sign in to your Thomson Reuters Account using your TRID credentials and enable your new two-factor authentication method(s). You'll not be challenged for these two-factor authentication methods until after you've installed the new versions of the CS Professional Suite desktop applications,.
    • If you have a NetStaff CS account and use it to sign in to NetStaff CS or your CS Professional Suite desktop applications and you don't have a Thomson Reuters ID (TRID) account, you'll need to create a Thomson Reuters Account and enable two-factor authentication. You'll need to access netlinksolution.com and go through the transition process for your NetStaff CS account. You'll need to enter the email address used in your Thomson Reuters Account when prompted to do so.
    • GoFileRoom and Engagement Manager customers will be migrated in the leading up to November 17, and we will create new Thomson Reuters Accounts on your behalf if one doesn’t already exist. The account is created based off of the current GoFileRoom/Engagement Manager usernames, so no action is required to create a Thomson Reuters Account now.
  • What changes are there for CS Professional Suite customers? Is this different from the Thomson Reuters ID account we already have?
    • If a customer already has a CS Professional Suite or Onvio login, they will enter the same credentials they are using today. If they are not an Onvio customer, they will be prompted to setup two-factor authentication the first time they log in after the update is available.
    • For CS Professional Suite customers, they will continue to use the same email address and password they do today. For them, the Sign in screen will be different but the process for them does not change.
    • 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. 
  • Will CS Professional Suite desktop application customers need to download the Auth0 app?
    • 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 won’t 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. Please 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 MFA is currently set up, will staff be alerted at first login to update to the new two-factor authentication? Does the Thomson Reuters Authenticator app stay active and just notifications stop when the new sign-in experience is released?
    • You will be required to set up a new two-factor authentication method during your first login after the updates are released. The Thomson Reuters Authenticator app will still be available and can be selected as an option if desired to setup a new two-factor authentication account.
  • We use Virtual Office CS. We have new employees and did not set up a Thomson Reuters ID account for the CS Professional Suite applications. Do we need the Thomson Reuters ID account for these customers?
    • The customers do not need a CS Professional Suite login for this to work. If they are a Virtual Office CS customer, they will have a NetStaff CS login. When the new sign-in experience is released and the customer logs into netlinksolution.com, they will be guided through a migration process. Once migration is complete, they will be able to login to Virtual Office CS with their Thomson Reuters Account.
  • How does the new sign-in experience affect Employee Self Service accounts? Does this change impact anything with the payroll and other processes?
    • It does impact Employee Self Service accounts as they are a type of NetClient CS accounts. Those accounts will need to go through the migration process. The functionality of the applications will remain the same.
  • For the former tax clients, does the new sign-in experience impact them?
    • Tax clients who still have active NetClient CS accounts and are attempting to access NetClient CS will be impacted. They will need to go through the migration process to log into NetClient CS.
  • If an employee has an Employee Self Service, NetStaff CS, and a Thomson Reuters ID account, how do we link those accounts?
    • If you have multiple NetStaff CS and/or NetClient CS accounts, a different Thomson Reuters Account is needed if the same person needs to access NetStaff CS and NetClient CS. If you only have one email address, consider using an alias.
    • We would recommend going through the migration process with your NetStaff CS account first. During that process you would enter the email address used on your Thomson Reuters account and then it will be linked. If your Employee Self-Service account is not linked to your NetStaff CS or NetClient CS account, you will need to create a separate account to access Employee Self-Service.
  • If a customer has a NetClient CS account and an Employee Self Service account but they are not linked, will they link when the customer goes through the migration process if the same email address is used? Do you suggest linking the Employee Self Service account prior to going through the migration?
    • A NetClient CS and an Employee Self Service account can be linked within the Admin area of NetStaff CS. The migration process won’t automatically link these two accounts. It would be best to link the two accounts prior to going through the migration process.
  • What if a NetStaff CS customer has an account for multiple firm IDs?
    • If you have separate NetStaff CS accounts for different firm IDs, then you will continue to have separate Thomson Reuters Accounts for each firm.
  • Will the NetClient CS mobile app be updated? Will you be able to initiate and complete the account migration through the mobile app or will this process require a computer?
    • Yes, the NetClient CS mobile app will be updated. The customer will need to access netlinksolution.com to migrate their account. The migration cannot be done through the NetClient CS mobile app.
  • What if our firm uses two different email addresses, for example, a “short” and a “long”. If every GoFileRoom account is set with the short email address. Do we need to ensure that everyone is using their short email address everywhere that is related to Thomson Reuters before the new sign-in experience is released?
    • For GoFileRoom, there are two important points to consider (both are documented here)
    • Verify your GoFileRoom customer sign-ins are a valid email address. Select Administration, then Manage Users & Groups. For a successful migration, it will be critical to review all customers' email addresses to assure they are valid addresses and in the correct format. It's important that you identify and select the Change Login for customers who don’t have valid email addresses. For example:
      user@domain.com
      . Being that GFR customers emails will be migrated for the customers on their behalf, they will want to start operating with consistency based off their GFR email formats.
    • If a firm is planning on implementing Federated SSO, note that the new Thomson Reuters Account requires the exact sign-in name as being used to access the GoFileRoom and Engagement Manager applications. - it is important for the firm’s administration to review the GoFileRoom customers sign-in email addresses to assure they match the firm’s active directory or identity provider directory(IpD).
  • What about CS Payment accounts that are under the same email address? Will this combine and move those banking accounts?
    • CS Payment will no longer be a separate account. CS Payment will be under the same Thomson Reuters Account. Bank accounts and credit cards will continue to be stored the same way they are today and won’t be impacted by this change.
  • Will Checkpoint, GoSystem Tax RS or OneSource products be impacted at the same time?
    • GoSystem Tax RS and OneSource products won’t be impacted by the new sign-in experience at this time. For Checkpoint, the transition process has started. You will receive a communication indicating when you will be transitioned and your next steps.
      Internal use only
      These are common questions about the Thomson Reuters Account upgrade.

This article applies to:

  • Product: Account management,Accounting CS,Accounting CS Client Access