Renewing your CS Professional Suite applications

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To maintain access to the latest version release, updates, and/or technical support via phone, email, or chat, renew your CS Professional Suite applications annually. We encourage you to do so in advance of your annual renewal date to avoid potential disruptions of service. To view your firm's license information, open the application and choose Help > About.

Most renewals can be completed on our website. To renew your CS Professional Suite application online, complete the following steps:

  1. Visit the My Account page on our website and log in to your CS Web account. Show me.
    My Account signin screen
  2. Click the Manage My Products link under the My Products section to open the Manage My Products page. The Manage My Product page lists all CS Professional Suite applications your firm is licensed for. Applications with an online renewal available appear highlighted in blue. Show me.
    Manage Products
  3. On the Manage My Products page, scroll down to the application you wish to renew. Click the Start Renewal button to open the Renewals page, and then click the Renew Online button to begin the online renewal process. Show me.
    Start Renewal button
  4. Review the Current Products list, unmark any you do not wish to renew, and click Continue.
  5. Review the Recommended Products list, for items you wish to add mark the appropriate checkbox, and click Continue.
  6. On the Checkout page, review your order, enter your payment information, and click Process Renewal to complete your order. A confirmation email with the order details will be sent to the Licensee.

Note: For assistance or if your renewal is not available online, Customer Service can assist you via chat support or via email.

Updating licenses for your CS Professional Suite applications

After we process your renewal, you need to verify you have the most current version of the application installed and update the license expiration date in your application.

To determine if your application requires a download, visit the My Account page on our website and log into your CS Web account. The Notifications Summary section indicates the number of application downloads not yet completed by your firm. Show me.

Downloads

To update your application's license expiration date, retrieve an updated license via CS Connect. For assistance updating your application license, see the appropriate link below.

Note: Your UltraTax CS renewal does not require you to update the license expiration date. For information about when UltraTax CS requires a license update via CS Connect, see Downloading and installing licenses via CS Connect.

Internal notes


If the firm's licensee or billing contact does not have an email address on file, you may receive the following error when processing a renewal via MKT:

"Sorry, an error occurred while processing your request. Please use your browser's back button and try again. If you continue to experience difficulties, please call Customer Service at 800.0968.0600 for further assistance, or try again later."

Do not attempt to re-process this renewal, this is an internal only error message. To avoid this error message, encourage users to complete the above steps on our website to process their renewal. If this is not possible, before processing the renewal check EMS to ensure that the Licensee or Billing contact have an email address associated with their contact information.