Understanding Web Services billing recurring charges

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Web services invoices are billed in arrears, meaning we bill for services rendered the month after the service has been provided. Billable services are displayed in the permissions section for each user, and are indicated with green text and a dollar sign.

You can review the invoice on Tax.TR.com, and for instruction to access the invoice, see Viewing and paying your CS Professional Suite invoices. You can review the detail of the invoice using the Billing Report with administrative privileges, see Viewing the Billing Report. 

The Billing report divides the bill into two sections; General Services and User Services. General Services are any services that are a firm-wide fee, and not linked to only one account. User Services are enabled per login, and the detail of who has the service is detailed in this report.

For information on each billable service listed on your Billing Report, and instructions to enable and disable various billable modules, see the following charts:

General Services

Service Overview Enable instructions Disable instructions
Bank Feeds An optional feature in Accounting CS that allows you to import you client's bank transactions directly into Accounting CS, to help save time during data entry, and bank reconciliation. The service is managed via Accounting CS and billed with web services. Bank Feeds overview To disable, see Linking client bank accounts to Accounting CS, and unlink the client where instructed to link.
Client Access (company fee) Client Access allows your client to enter data directly into the client version of your Accounting CS database. The service is administered in Accounting CS, and billed via web services. The company fee is specific to the client's company that's set up in Accounting CS and is billed based on the payroll services enabled. Setting up a client for Accounting CS Client Access How to disable Client Access to prevent recurring charges
Employee Self Service Enables your clients’ employees to view their check stubs, W-2s, and W-4 information. Employee Self-Service overview Employee Self-Service overview
eSignature The eSignature feature in UltraTax CS is an optional feature that allows you to gather electronic signatures on documents related to preparing a tax return. The module is administered via UltraTax CS and is billed through web services. eSignature overview eSignature is enabled per client and per document.
NetClient CS A secure portal service between you and your clients. Portals can be enabled directly in a CS Professional Service application, or from www.netlinksolution.com. To see a list of all available NetClient CS portal offerings, see NetClient CS modules. Adding client portals

The method for cancelling NetClient CS portals will depend on your licensing. See the following methods for how to delete portals.

  • If you own Virtual Office CS or Software as a Service and you are canceling only your client portals, no cancellation form is required. Your NetFirm CS administrator will need to delete the NetClient CS portals. For details, see Deleting NetClient CS user portals.
  • If you only own NetClient CS portals, your NetClient CS licensee will need to submit an online Services Cancellation Form. For instructions on completing the form, see Cancelling your recurring CS Professional Suite services.
Space Usage The storage fee is assessed additional storage space has been used above the allotted storage space. For detail on how much space your firm is allotted and using, see Viewing your firm’s disk space usage. Space usage will increase as the service is used, and no action is needed from you to avoid disruption during your firm's daily processes. If your NetFirm administrator would like a notification sent when you exceed 90 percent of your allotted storage, see Receiving notification when your firm exceeds 90 percent of its allocated space. Minimizing disk space usage in Virtual Office CS or SaaS
Virtual Office CS Archive Storage Archive storage is used to to store older, seldom-used documents in FileCabinet CS to save on data storage fees at a lower cost from regular storage. For an overview or archive storage, see Archive overview. Archiving FileCabinet CS data in Virtual Office CS or SaaS Deleting archive information

User Services

Service Description Enable Disable
Account Aggregation Account Aggregation allows you to view your own personal financial information through your portal. For more information on the service, see Account Aggregation overview. Modifying a user’s access to Account Aggregation Removing a user’s access to modules
Accounting CS Remote Payroll Services You can send payroll schedules, unprinted checks, payroll check stubs, and W-2 information to your client via their NetClient CS portal. The service is administered via Accounting CS, and is billed via web services. Remote payroll features administration — Accounting CS Disabling remote payroll services for clients
Client Access (portal fee) Client Access allows your client to enter data directly into the client version of your Accounting CS database. The service is administered in Accounting CS, and billed via web services. The portal fee is specific to the client that is set up in Accounting CS. Setting up a client for Accounting CS Client Access How to disable Client Access to prevent recurring charges
Mobile CS Mobile CS allows you and your staff to access Practice CS firm, staff and client data on your Apple iOS or Android device. The service is administered via Practice CS, and is billed with web services. Mobile CS overview Disabling Mobile CS
Microsoft Exchange Microsoft Exchange is an email service option in Virtual Office CS and SaaS, that allows the user to share calendars, contacts, and email access on compatible smart phones and tablets. Enabling Microsoft Exchange in Virtual Office CS or SaaS for a NetStaff CS user Select disable in step 3 of Enabling Microsoft Exchange in Virtual Office CS or SaaS for a NetStaff CS user.
QuickBooks (hosted by Right Networks) You can provide both NetStaff CS and NetClient CS users with direct access to their QuickBooks account.

Both NetClient CS and NetStaff CS users are able to to use the QuickBooks. See the below articles for instructions on setting up each type of portal.

 Removing QuickBooks powered by Right Networks from a NetClient CS or NetStaff CS portal
Virtual Office CS and Software as a Service (SaaS) Virtual Office CS and SaaS are functionally the same service, but differ in licensing and billing structure. Both services allow you access to your CS Professional Suite applications, data, and Thomson Reuters will manage back ups, and updates. Enabling NetStaff CS users to work in the Virtual Office CS or SaaS environment Modifying a NetStaff CS user’s access to applications through Virtual Office CS

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