New CS Web account creation for Licensees or Firm Delegates

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

To help strengthen security for your firm's sensitive Thomson Reuters account information - access information found on the Manage Firm page of our website is restricted to only your firm's Licensee or Firm Delegate. This includes items such as reviewing or updating your firm's license PIN or demographic information. What are the Licensee or Firm Delegate roles?

The Thomson Reuters – Tax & Accounting Business (Thomson Reuters) uses certain roles to define the relationship between Thomson Reuters and its Clients for Software products, such as the roles of Licensee or Firm Delegate. Licensee or Firm Delegate serves as account administrator and has legal right to the Client data entered in the software. A Licensee or Firm Delegate is responsible for managing the Client relationship with Thomson Reuters, including notifying Thomson Reuters of any firm demographic or name changes, managing security requirements, and responsibility for data entered in the software.

Your firm's application licensing determines if you are assigned a Licensee or Firm delegate. Based on your application licensing, you firm is assigned one or the other, you cannot have both a Licensee and a Firm Delegate. For questions, please send a message to our Customer Service team at cs.service@tr.com or for immediate assistance a live chat option is available.

As the firm Licensee or Delegate to access the Manage Firm page, you must create your own a CS Web account. To do so, complete the following steps:

  1. Visit the My Account page on our website and click the create a free Web Account link. Show me.
  2. Enter your firm ID and ZIP code in the applicable field and click Continue. Show me.
    Enter firm ID
  3. Select your name from the drop-down list, complete the required fields, and click Continue. Show me.
    Contact List

    Important! As your firm's Licensee or Delegate, your name should appear in this list. Marking the My name doesn't appear in the list checkbox will create a duplicate contact and you will not have the correct permissions available for your CS Web account.

    • If your name does not appear in the contact list, please contact our Customer Service team for assistance.
    • If your name appears more than once in the contact list, you will need to review the contact records on the Manage Accounts page and delete any that do not have the role of Licensee assigned. A CS Web account with administrative permissions assigned is required to access this page.
  4. Enter the email address and password you wish to use and click Continue. You should have access to this email address, any communications we send to you are delivered to this email address. For details about updating this information, see Changing your CS Web account profile information
  5. To receive information on product releases and other announcement, mark the appropriate checkboxes. Scroll to the bottom of the screen and click Finish to create your account. You will receive a confirmation message and you are signed in automatically. Show me.
    confirmation

Related articles

To create CS Web accounts for your staff, see Creating and managing CS Web accounts.

Resetting your CS Web account password

Troubleshooting CS Web or application login errors