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Thomson Reuters Account

Migrate a tax client Thomson Reuters Account

If your accountant or tax preparer uses Thomson Reuters portals to collect and manage your tax, accounting, and 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 for tax filing documentation, access paystubs, and submit payroll:
  • NetClient CS
  • Employee Self-Service
  • Onvio Client Center
  • Virtual Client Office CS (including Accounting CS Client Access)

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 access only one portal

  2. Use your NetClient CS, Employee Self-Service, or Virtual Office credentials and select
    Upgrade my NetStaff CS or NetClient CS 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.
note
Use our guided NetClient Account Upgrade instructions if you prefer video steps and screenshots.

Scenario 2: You access Onvio Client Center and only one other portal

Follow these steps if you use Onvio Client Center and only one of these portals: NetClient CS, Employee Self-Service, Virtual Client Office CS (including Accounting CS Client Access).
  2. Enter NetClient CS, Employee Self-Service, or Virtual Client Office CS credentials and select
    Upgrade my NetStaff CS or NetClient CS login
    .
  3. Enter the email address currently associated with your Onvio Client Center Thomson Reuters Account. The system will apply your existing Onvio Client Center account and method for two-factor authentication to your other portal.
note
If you prefer a video, follow the recorded steps for upgrading your account if you use Onvio Client Center and one other portal.

Scenario 3: You access Onvio Client Center and more than one other portal

Follow these steps if you use Onvio Client Center and more than one of these portals: NetClient CS, Employee Self-Service, Virtual Client Office CS (including Accounting CS Client Access).
  2. Enter NetClient CS, Employee Self-Service, or Virtual Client Office CS credentials and select
    Upgrade my NetStaff CS or NetClient CS login
    .
  3. Enter the email address currently associated with your Onvio Client Center Thomson Reuters Account. The system will apply your existing Onvio Client Center account and method for two-factor authentication to your other portal.
  4. Sign out of netlinksolution.com.
  5. Migrate the next account. Access netlinksolution.com.
  6. Select
    Upgrade my NetStaff CS or NetClient CS login
     and enter the credentials for your next portal.
  7. This account will require a different email address. Enter the alternate email address you want to associate this Thomson Reuters Account.
  8. Follow the on-screen steps to create a Thomson Reuters Account.
  9. Enter your Thomson Reuters Account credentials.
  10. Set up your preferred method for two-factor authentication.
  11. 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.
  12. If you do not have any additional accounts, you can skip this step: Sign out of the Thomson Reuters Account account associated with this account
  13. Repeat steps 5-11 for every additional portal account.

Scenario 4: You access more than one portal except Onvio Client Center

Follow these steps if you use NetClient CS, Employee Self-Service, Virtual Client Office CS (including Accounting CS Client Access) but don't use Onvio Client Center.
  2. Enter NetClient CS, Employee Self-Service, or Virtual Client Office CS credentials and select
    Upgrade my NetStaff CS or NetClient CS login
    .
  3. 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 5.
  4. Follow the on-screen steps to create a Thomson Reuters Account.
  5. Enter your Thomson Reuters Account credentials.
  6. Set up your preferred method for two-factor authentication.
  7. Sign out of netlinksolution.com.
  8. Migrate the next account. Access netlinksolution.com.
  9. Select
    Upgrade my NetStaff CS or NetClient CS login
     and enter the credentials for your next portal.
  10. This account will require a different email address. Enter the alternate email address you want to associate this Thomson Reuters Account.
  11. Follow the on-screen steps to create a Thomson Reuters Account.
  12. Enter your Thomson Reuters Account credentials.
  13. Set up your preferred method for two-factor authentication.
  14. 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.
  15. If you don't have any more portal accounts to migrate, you're done and can skip the remaining steps. Otherwise, sign out of the Thomson Reuters Account account associated with this account
  16. Repeat steps 5-11 for every additional portal account.

This article applies to:

  • Product: Accounting CS,Accounting CS Client Access,Account management,Fixed Assets CS,Practice CS,UltraTax CS,Virtual Office CS,Workpapers CS,Engagement Manager
  • Subject: Two-factor authentication