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Welcome Services

About Welcome Services

Start Working, Stop Worrying

Make your software transition as smooth and stress-free as it can be, and keep your focus where it should be: on maintaining your firm's productivity and profitability.

After completing the Welcome Services program, which includes our Product Transition Tutorial Programs, most participants find they need to make fewer support calls during their busy times, allowing them to focus on the most important task at hand—getting the work done.

Welcome Services Tutorial

Start with our free web-based Welcome Services Tutorial, which will take you through the basics of one of the most powerful tools you'll ever use as a Thomson Reuters customer—our website, This web-based tutorial session, which serves as the foundation for all of our transition programs, focuses on the key site features and available productivity, time management, and implementation resources that will help you get the most out of your software. Among the topics covered:

  • How to set up your firm's web account and access your account information
  • Which web account permissions staff members need to access and modify billing and firm information
  • Accessing your product downloads and installation instructions
  • Finding answers to your questions—whether it's a software-related question or a general Thomson Reuters question
  • Using our state-of-the-art Help & How-To Center
  • Contacting Thomson Reuters
  • Using live chat
  • Available training and consulting services

If you're interested in this information-packed Welcome Services session, visit our Help and How To Center to view our videos.

Already Attended a Welcome Services Tutorial?

Here are some useful links to access important pages covered in the tutorial:

My Account

View key product, firm, and account information, and enjoy a customized web experience.

Email Subscriptions

Be the first to get important updates, information, special offers, and more.

My Product Downloads

Find a full listing of recent downloads for your firm's products.

CS Connect

Securely transmit or retrieve information such as 1040 returns or software updates with a click.