Web services billing recurring charges

• You can review the invoice on Tax.TR.com.
• If you have administrative rights, you can view the invoice, pay the invoice, and review the Billing report in My Account.
• The Billing report divides the bill into 2 sections:
  • General Services: any services that are a firm-wide fee and aren't linked to only 1 account.
  • User Services:  services enabled per sign-in, and the detail of who has the service is detailed in this report.

General Services

• Bank Feeds: an optional feature in Accounting CS that allows you to import you client's bank transactions directly into Accounting CS to save time during data entry and bank reconciliation. The service is managed in Accounting CS and billed with web services.
• Client Access (company fee): allows your client to enter data directly into the client version of your Accounting CS database. The service is administered by Accounting CS and billed by web services. The company fee is specific to the client's company that's set up in Accounting CS and is billed based on the payroll services enabled.
• Employee Self Service: lets your clients' employees view their check stubs, W-2s, and W-4 information.
• eSignature: an optional feature that allows you to gather electronic signatures on documents related to preparing a tax return. The module is administered by UltraTax CS and is billed through web services.
• NetClient CS: a secure portal service between you and your clients. You can enable portals directly in a CS Professional Service application or from www.netlinksolution.com.
• Space Usage: the storage fee is assessed when additional storage space has been used above the allotted amount.
• Virtual Office CS Archive Storage: used to store older, rarely-used documents in FileCabinet CS to save on data storage fees at a lower cost from regular storage.

User Services

• Account Aggregation: allows you to view your own personal financial information through your portal.
• Accounting CS Remote Payroll Services: allows you to send payroll schedules, unprinted checks, payroll check stubs, and W-2 information to your client via their NetClient CS portal. The service is administered in Accounting CS and is billed with web services.
• Client Access (portal fee): allows your client to enter data directly into the client version of your Accounting CS database. The service is administered by Accounting CS and billed by web services. The portal fee is specific to the client that is set up in Accounting CS.
• Mobile CS: allows you and your staff to access Practice CS firm, staff, and client data on your Apple iOS or Android device. The service is administered by Practice CS and is billed by web services.
• Microsoft Exchange: an email service option in Virtual Office CS and SaaS that allows the user to share calendars, contacts, and emails on compatible smart phones and tablets.
• QuickBooks (hosted by Right Networks): allows you to provide both NetStaff CS and NetClient CS users direct access to their QuickBooks account.
• Virtual Office CS and Software as a Service (SaaS): Virtual Office CS and SaaS are functionally the same service, but differ in licensing and billing structure. Both services allow you access to your CS Professional Suite applications and data, and Thomson Reuters manages back ups and updates for both.