Signing in to Accounting CS

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For desktop users

Starting with Accounting CS version 2016.4.0, you will be required to sign in to Accounting CS with your Thomson Reuters ID and password or your NetStaff CS account login (for firms that are licensed for NetFirm CS) before you log in to the application. The IRS has mandated that tax-related software providers add extra security measures to protect valuable client information. For detailed information about this added security, see CS Professional Suite application security overview.

Note: If you run Accounting CS locally but you have a NetFirm CS license for remote payroll purposes, you need to sign in to your NetStaff CS account and then complete the steps to reset your password.

You can make signing in easier by syncing your Thomson Reuters ID or NetStaff CS account email address with the email address associated with your staff record in Accounting CS.

Signing in with your Thomson Reuters ID or NetStaff CS login
  1. When you open Accounting CS version 2016.4.0 and higher, the CS Professional Suite login screen will open. Use your Thomson Reuters ID and password or your NetStaff CS login information to log in. For more details, see Logging in to CS Professional Suite applications.
  2. After successfully logging in to the CS Professional Suite, the Accounting CS login screen opens. Enter your staff ID and password.
  3. If your firm administrator enabled the Remember login feature (in the Preferences tab of the Setup > Firm Information > Firm screen), you can mark the Remember login information checkbox to have the application remember your Accounting CS login information, and the next time you open the application, it will skip the Accounting CS login screen.

    Note: With the CS Professional Suite login requirement, if you mark the Remember login information checkbox in the Accounting CS login screen, the email address associated with your staff record in Accounting CS must match your Thomson Reuters ID email address or the email address associated with your NetStaff CS account. If the email addresses do not match, you can still open the application, but the application will not save your login information.

For firms using Firm-Hosted Client Access

If your firm hosts Accounting CS Client Access on your own servers, and your clients access Accounting CS via their portals, they will need to log in to their NetClient CS accounts before logging in to the application. To inform your clients about these changes, we suggest you read the Communicating stronger portal security requirements to your customers topic.

For Virtual Office CS or Software as a Service (SaaS) users

If you run Accounting CS in the Virtual Office CS or SaaS environment, the added security measures have been integrated into your existing portal login page. You will not see the CS Professional Suite login screen when you open the application because you have already entered these credentials through the NetFirm CS, NetStaff CS, or NetClient CS login page. In this environment, if you mark the Remember login information checkbox in the Accounting CS login screen, the application will save your login information regardless of the email address associated with your staff record in Accounting CS.

Related topics

Creating and managing login information for the CS website

Logging in to your CS Professional Suite applications

Resetting or updating the password associated with your Thomson Reuters ID

Troubleshooting application or website login errors for the CS Professional Suite

Video: Upgrading your firm’s CS Professional Suite security via CS Web accounts

Tax & Accounting Blog: Data Security Has Always Been Important — Why the Urgency Now?

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