Communicate with NetClient CS customers about the Thomson Reuters Account upgrade

To assist your firm in communicating the Thomson Reuters Account upgrade changes with your NetClient CS customer base, including clients that use NetClient CS organizers, we have created and made available several e-mail template and video resources. To best prepare for the questions you might receive, we recommend printing the Client Communications report available in UltraTax CS. The report includes login and name details of clients that use web organizers. To access:
  1. Open UltraTax CS.
  2. Select
    Utilities
    , then
    Client Listing Reports
    .
  3. Select the
    Client Communications
    option.
To stay up to date on the latest information and required action steps, please visit Prepare Now to upgrade to the Thomson Reuters Account.
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