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Get started with your new CS Professional Suite application
Whether you're getting started with your first CS Professional Suite application, or you're expanding the products you own - we're pleased you're a part of the Thomson Reuters family. It's our mission to help you every step of the way through the setup of your new application.
We know that changing the software that powers your business can be a major undertaking, so we've created a guide to make your transition as smooth as possible.
If you've just purchased Onvio, refer to the Onvio Help & How-To Center.
important
Is this your first CS Professional Suite application?
If yes, begin with the Administrative setup section. If no, skip to the Product specific setup section.
Administrative setup
Welcome! There are a few administrative steps you'll need to complete that are not specific to your CS Professional Suite applications. The steps below should be completed by your firm's Licensee or Delegate.
- Create your Thomson Reuters ID to access the CS Professional Suite website.
- Update your license PIN from the default ZIP code to a more secure number.
Product-specific setup
Choose the product you purchased below to learn about the steps required to get started.
note
- If you chose the Virtual Office or SaaS hosting option, start with those steps first and then complete the product specific setup.
- If you purchased multiple products and will be hosting them in your own environment, we recommend that you begin with Practice CS.
- If you did not purchase Practice CS, or already have it configured, you may choose whichever product you're ready to set up.
Internal use only
NetClient CS does not have a transitional tutorial. Firms that purchase only NetFirm CS have the option to choose a fee OnDemand training for either NetStaff CS or NetClient CS. The NetClient-only firms should refer to the OnDemand, the HHTC, paid training and Technical Support for additional options.
There are two Practice CS Transition Tutorials:
- Pre-conversion tutorial: Covers conversion options, tips on preparing for the conversion, step by step walk-through of the conversion process, and information on how to submit data for conversion.
- Post-conversion Tutorial: Covers how to download and restore their Practice CS database, ways to verify data, and tips for getting started with Practice.
Review The Customer Onboarding Team for how to determine the Customer Success Representative for the firm and how to contact that team on behalf of the firm.
This article applies to:
- Product: AdvanceFlow