Internal: SaaS Product Information

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Traditionally, software products are licensed for a yearly fee, available to download for local network or desktop installation, and renewed on an annual basis. The Software as a Service (SaaS) licensing model focuses on:

  • Simple monthly payment
  • Web-based accessibility
  • Automatic updates and backups
  • Hosted technical infrastructure (i.e., computer servers, nightly back ups, etc.)
  • Unlimited product support
  • No renewals required
  • No Per Return Pricing (PRP)/Electronic Filing (ELF) fees; no upgrade fees; no network seat or Virtual Office CS seat fees, etc.

Although SaaS users sign a formal license agreement, the focus of this offering is on the above differences from the traditional license/distribution model. The SaaS model is an online subscription that includes all software products versus a purchase of individual licenses. Capping software costs and spreading out those costs throughout the year is attractive. "Anywhere access" opens doors to working from a remote location, home, or a connected laptop. Simplifying the internal computer requirements of the office and eliminating backup and off-site storage costs are highly beneficial services/solutions.

For a fixed price the access to the entire CS Professional Suite of products is available. Avoiding incidental software costs like PRP/ELF fees, technical support fees, convenience, hosted IT functions, and data security all make SaaS an attractive solution. There are several types of profiles available dependent on which products will be utilized, see Software as a Service Profiles. Information for pricing and any applicable multi-user discounts is available on the CS Professional Suite price list.

Products Not Included

All CS Professional Suite products are included under SaaS except the products list below which can be added at regular prices and maintained with regular renewal fees.

Alternate Preparer Blocks

Software as a Service is a licensing agreement between Thomson Reuters and the company specifically named on the order form. Alternate Preparer Blocks for a business at another location cannot be given per the licensing agreement except in two circumstances:

  • The firm is in a standard MOR, meaning multiple locations with the same name.
  • In the case of a merge, a one year alternate preparer block is available for UltraTax CS.

In addition, the following additional preparer block situations can occur.

  • The firm is able to create a blank preparer block or add a PRP preparer block within the software. There is no charge for this option for SaaS since PRPs are not paid.
  • An Accounting CS Alternate Payroll Preparer Block is available for a charge, but must be manually updated each year and requested by the firm.
  • See Alternate preparer block overview for further detail.