Transitioning from CSA to Accounting CS services

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

Engagement CS Firms

If your firm is licensed for Engagement CS, please be aware that the information contained below will not apply to your Engagement product. We are committed to maintaining Engagement CS for the foreseeable future and have no timetable for discontinuing support for it. We will continue to support Engagement CS (which includes the Trial Balance CS and Financial Reporter functionality) past June 1, 2017. See the Statement on the future of Engagement CS topic for more information. If you are interested in keeping all of your client data on one platform, you should know that the Accounting CS platform also includes Workpapers CS. Contact your CS Sales Representative for more information about special pricing for Engagement CS users.

Important Dates

Client Bookkeeping Solution Firms

For firms whose clients used Client Bookkeeping Solution:Accounting CS Client Access is the replacement for Client Bookkeeping Solution (CBS). Accounting CS Client Access uses the same interface as your Accounting CS application, and it uses a shared database. This eliminates the need to import and export data from your client's application, enabling you to work seamlessly and in real time with your clients. Because Accounting CS and Accounting CS Client Access share a common database, both are required to run in a hosted environment - our Thomson Reuters servers using Virtual Office CS or Software as a Service (SaaS) are the preferred environments for Accounting CS Client Access. Other options are available for firms that have in-house IT professionals who are proficient with supporting terminal services, or offer 3rd party hosting services. Here are some tips for Introducing Accounting CS Client Access to your clients. Contact your CS Sales Representative to discuss these options.

Steps to Success

Step 1:

Evaluate and purchase Accounting CS

To learn more about Accounting CS, please review our Accounting CS Overview. This resource contains an overview of the Accounting CS product and Accounting CS Client Access service, our replacement for Client Bookkeeping Solutions (CBS). Please see the Explore This Product tab to access videos, demos, trial versions of Accounting CS and to review the System Requirements. If you have additional questions or are ready to move to move forward, please contact your dedicated Sales Representative.

Step 2:

Install Accounting CS

Review the system requirements

Accounting CS is a powerful application that not only enables multiple staff members to work concurrently to process data for the same client, it also processes reports in the background while your staff continues to work. We recommend that you review your hardware and server needs with a trusted IT advisor to be sure that your system will enable the application to perform at a level suitable for professional production work.

To ensure that our application will operate at its peak performance in your environment, see our system requirements for Accounting CS

Install Accounting CS

When you're ready to install Accounting CS, review the Accounting CS: Installation and Program Essentials PDF, which guides you through the installation process. We strongly recommend that you have a certified IT professional perform the installation to ensure that the application functions as you expect. For further information, refer to the following resources.

For users of Virtual Office CS or Software as a Service (SaaS): Although you do not need to install the application on your local machine, you still need to review our system requirements. When you are ready to activate Accounting CS, please call 800.968.0600 and follow the prompts, or send an email to CS.Service@thomsonreuters.com.

Step 3:

Review the Accounting CS Transition Overview

This recorded presentation aims at getting you started by covering transition services, timeline, planning and basic navigation within your new product. We highly recommend that you watch this video prior to consulting with a Transition Specialist, and make a list of items you'd like to discuss. This will help ensure that your time is spent effectively and that all of your questions are answered. 

Step 4:

Review the Creative Solutions to Accounting CS Conversion Tutorials

You are now ready to begin converting! This recorded tutorials take you step by step through a conversion, including pre-conversion steps, a demo conversion of a client, reports to verify the conversion was successful, post conversion steps and additional resources. We have included specialized conversion tutorials to assist with additional steps involved in converting a CBS or Payroll client. If you need assistance at any time during the conversion of a client, many answers can be found in our Help & How-To Center and our knowledge support staff is available to you.

Step 5:

Convert your CSA data

Step 6:

Sign up for Accounting CS training classes

Even if you have a solid foundation working with CSA and a working knowledge of our terminology, you will greatly benefit from Accounting CS training. Accounting CS is a completely new application, not an upgrade to CSA. Our training offerings help you learn to navigate through the application, cover best practices for client setup and processing workflows, describe reporting procedures, and much more. Firms that have completed training have realized an abbreviated transition timeline and accelerated the path to the efficiency gains Accounting CS offers.

We strongly recommend that your firm have a training and implementation plan to educate and transition your staff so they can successfully use all of the features in Accounting CS.

We offer many solutions to fit your firm's needs. For example, our comprehensive Web-Managed Implementation Program is an easy-to-follow action plan that will guide your firm through implementing Accounting CS.

To sign up for the Web-Managed Implementation Program or other training offerings, contact your CS Sales Representative at 800.968.8900.

Related topics

Accounting CS and Accounting CS Payroll features

Getting started with Accounting CS 

Accounting CS Payroll, overview

Accounting CS Payroll WalkThrough (PDF)

PDFs for Accounting CS

Converting client data from Client Bookkeeping Solution (CBS) to Accounting CS

Efficiency tips for Accounting CS

Internal notes


Did we miss something or do you have an idea about the Help & How-To Center? Leave us feedback at the following link: https://theshare.thomsonreuters.com/sites/trta/sites/wss_tech_comm/Lists/Feedback/Item/newifs.aspx 

 

Transition tutorials: Live Welcome Service tutorials are no longer being offered. Recorded tutorials are available in the above topic.

Support note: If a user has specific questions about the conversion process or is running into technical issues/error messages, you should be supporting them and taking ownership of that call.

There is no longer a dedicated Transition Team to direct customers to

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