Obtaining your Synergy CPE Certificate(s) on the My Account page

Alerts and notices

Your certificates for Continuing Professional Education (CPE) credits earned from attending Synergy are available on our website 30 days after Synergy concludes. You are not required to submit a CPE form to Thomson Reuters to receive your certificate. Certificates are available online up to three years prior to today's date. For details about product learning and optimization opportunities, see the Training and Consulting page of our website. 

To access a copy of your CPE certificate, complete the following steps:

  1. Visit tax.tr.com and click Log in on the top right corner. In the Access your web accounts section, click Sign in under "CS Professional Suite, Onvio" and then log in using your Thomson Reuters ID.
  2. Click the CPE Certificate link to open the CPE Certification page. Show me.
  3. On the CPE Certificate page, select the appropriate date range for your course(s) from the drop-down list. Show me.
    Course date
  4. To narrow your search to a specific course, enter the course title in the Program Name field. Note, this is an optional field. Show me.
    Program name
  5. Click the Search button to complete your search and scroll down to your desired course. Click the View or Download link in the Certificate column to generate the certificate. Only certificates for credits earned up to three years prior today's date are available online. Show me.
    Generate CPE certificate

Special information

Internal notes

CPE credit disputes

For customers asking about only receiving partial credit for a course, let them know the RFID badge they wear during the conference tracked their movements during the conference and is accurate based on what was tracked and credit given according to NASBA requirement. Per NASBA requirements, if they are not present for the full session we must round credit received down to a lower CPE hour. For example, if they attended 49 minutes of a 50 minute class, they will receive .8 credits.

To access a list of all attendee credits, see the the 2018 Synergy Attendance Report.

If after reviewing the Synergy Attendance Report the customer would like to have additional review of their CPE, contact the the Customer Implementation and Consulting Lead and include the following information in your request:

  • Attendees first and last name
  • Firm ID
  • What is being requested and why they are disputing the amount of credit offered

If the CPE Certificate is not available in EMS, confirm the client was registered, and the contact hasn't been deleted. This may require the submission on an EMS ticket to research. Once the training confirmation is located and associated with the correct contact in EMS, it will be available online.

Possible CPE credit for Synergy

The possible CPE credits available for 2018 Synergy are as follows:

  • 17 for the Synergy Conference.
  • 6 for the Synergy pre-conference classes.
  • A separate certificate for the Practice Forward Connect content.

Synergy CPE for 2016 and before

To access the Synergy folder for Synergy CPR for 2016 and before, navigate to Start > Run and copy and paste \\pssg.local\userservices\cs\Synergy into the Open field.

  • Forms are grouped based on the year the conference took place, select the folder that corresponds to the appropriate year.
  • For 2016 Synergy CPE the client will need the SpotMe application link from their email; we no longer have access to it. The specific classes the user attended are listed in the My Attendance field of the SpotMe application.