Determine your portal type

All customer accounts are being upgraded to the new Thomson Reuters account and we've prepared these guides depending on which portal you use.

NetClient CS portal for clients

If your accountant created a portal for you to receive your personal tax, accounting, and payroll documents, follow the instructions to set up a client's Thomson Reuters Account.

NetStaff CS portal for staff

If you use a NetStaff account to access any combination of the following applications, use the Thomson Reuters Account for multiple applications guide:
  • Accounting CS
  • Accounting CS Payroll
  • Engagement Manager
  • FileCabinet CS
  • Fixed Assets CS
  • GoFileRoom
  • Guided Assurance
  • NetFirm CS (includes NetStaff CS)
  • Planner CS
  • Practice CS
  • Software-as-a-Service (SaaS)
  • UltraTax CS
  • Virtual Office CS (VO)
  • Workpapers CS
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