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Reported date Application(s) Modified date Synopsis
02/14/19 UltraTax CS UltraTax CS renewals processing 2/15/19

The final payments for many financed UltraTax CS renewals will be processed by 8:00 am on 2/15/19. Users will receive an email to download their new licenses. Historically this has generated calls in which users would like to stop a payment or make alternate payment arrangements. Keep the following in mind:

  • We can void same day transactions for Credit Cards by sending an email to Order Team on 2/15 and explaining the firm needs to stop payment and they are making adjustments with Accounts Receivable to adjust the finance dates. There is no fee for any same-day changes.
    • After 2/15/19 there will be a 2.5% fee to reverse a credit card payment
  • We can stop a direct debit payment from processing until COB Tuesday, 2/19/19. While this is not normal practice, we are choosing to hold off on sending the debit file to our bank. Send an email to Order Team before COB 2/19/19 for any adjustments.
    • After COB Tuesday, 2/19/19, there will be a 10 day waiting period before we can reverse Direct Debit payments for UT.
01/22/19 CS Professional Suite FileCabinet to Onvio transition

For firms transitioning data from FileCabinet CS to Onvio, there are a few licensing considerations.

  • If they are not current on FileCabinet CS, submit a $0 EOR to extend the licenses to the next standard renewal date that is twelve months or more in the future.
  • If there is a licensing error in FileCabinet CS requesting a Terminal Server flag, submit an EMS ticket describing the error and requesting the Terminal Server be added.

For more information on the migration from FileCabinet CS to Onvio, see Migrate FileCabinet CS data to Onvio.

01/11/19 CS Professional Suite MFA and Multi-office record (MOR) firms

There is a known issue where the CS Web administrator for Multi-office record (MOR) firm's are unable to generate temporary MFA codes for staff member accounts that are not on the main firm ID. When they attempt to manage MFA on for the staff member they will either get a 500 - Internal server error or the staff member will show as not having MFA enabled.

If the staff member needs a temporary MFA code (and they haven't generated temporary codes), the only option is for us to generate a code for the staff member. We will need to follow the same process as we do for administrators and will need a letter stating the following: I [name], a CS Web administrator for [firm ID], request a temporary Multi-factor authentication code for [user] because I am unable to generate the code.

For further information on generating temporary codes, see Internal: CS Web administrators with MFA - generating a numerical code for temporary login. For further information on troubleshooting TRID or authentication errors on CS Web, see Internal: Troubleshooting Thomson Reuters ID and authentication errors.

12/03/18 Bank Feeds/OnBalance Express EMS data for ACS Bank Feeds and OnBalance Express

There is an issue with Onvio communication and EMS that is not importing OnBalance express and ACS Bank Feeds data into EMS correctly as of 11/10/18. This is being addressed and will be updated on 12/6/18. This is only affecting the internal view of data and not the client.

For more information on the licensing and reading data in EMS, see the following articles for both ACS Bank Feeds and OnBalance Express.

11/02/18 Fujitsu Scanners Promotion begins for Fujitsu Scanners

From 11/2/18-12/31/18 Thomson Reuters will offer a range of Fujitsu scanners with promotional pricing. The Fujitsu microsite and the quote form will detail the pricing.

For information on completing a quote form, see Completing a Fujitsu Scanner quote form. For more product information on the scanners, see Fujitsu Scanner product overview.

10/31/18 Website 10/31/18 Certificate error on a Thomson Reuters site

Thomson Reuters' certificate vendor has changed. As a result, users may receive a certificate error on a Thomson Reuters site. To clear the error and view our sites, users should work with their IT professional to complete the following steps:

  1. Apply any outstanding Windows updates to the machine(s) experiencing the issue.
  2. If the firm restricts automatic root certificate updates, add COMODO RSA Certificate Authority to the trusted root.

As a workaround, they can click the option in your browser to continue to the site after receiving the certificate error. The wording and location of this option varies depending on the browser.

10/29/18 Onvio 10/29/18 Onvio cancellations

If Customer Service receives a cancellation request for Onvio, keep the following items in mind:

  • If they indicate they have not used the product, there is no data to back up and we can accept the cancellation if they state something along the lines of never having used the product.
  • Verify it’s the Onvio licensee requesting a cancellation, and that the right products are mentioned.
  • Once the cancellation is properly received, you will route it for processing as described in Web services cancellations and searching for “Onvio” in the article.
  • If you have a firm asking for instructions to cancel Onvio Client Center/Documents, send them the Canceling your Onvio subscription article. Note that the article is not searchable in Onvio, and you have to send the actual link.
10/23/18 CS Professional Suite Webex update impacts training sessions

Due to a recent update to Webex, clients may have trouble accessing the Webex training center. If you talk to a client that states the meeting number is invalid, have them use Webex in  Classic view. Instructions to access it are as follows:

  1. When at select Classic View on the left hand panel.
  2. Enter your meeting number and other login credentials.

If a client sends a Kana requesting assistance, you can also send these instructions with the Kana hot key webtrn.

For more information on accessing training, see How to access My Training

10/16/18 UltraTax CS 12/21/18 $500 down promotion for UltraTax CS renewals extended

The campaign to allow firms that have not yet renewed UltraTax CS for the coming season to have the option to finance through 2/15/19 with a $500 down payment is now available. Email communications will be sent to the licensee and billing contact starting on 10/19/18, and the promotion is available online now. See the following details for the campaign:

  • The campaign runs from 10/16/18 - 12/28/18, with the final payment being 2/15/19.
  • There is no financing fee. The firm can pay $500 upon processing the renewal, and pay the remaining amount 2/15/19.
  • There is a 20% discount on new products added before 11/2/18.
  • Communication will be mailed out on 11/7/18 to any firms that have not yet renewed.
  • Financing is available online

For more information on financing options, see Maintenance financing guidelines. For more information on the UltraTax CS renewal campaign, see UltraTax CS renewal overview.

10/2/18 Practice CS 10/16/18 Auto renewal invoices for Practice CS

This will be resolved by 10/18/18 with the next EMS update.

There is a known issue in which firms that were autorenewed for Practice CS starting on 10/2/2018 are unable to view their paid renewal invoices online. We are looking into the cause, and resolving the issue. Invoices can still be generated by a Customer Service or Sales representative from EMS and sent to a customer if requested.

10/1/18 Outage 10/2/18 Current outage - Resolved

This has been fixed.

We are currently experiencing technical difficulties that may affect, Multifactor Authentication, and Onvio. The appropriate teams are aware and are working to resolve as quickly as possible We apologize for any inconvenience. See the online product status page for updated information.

Positioning from Product Management on the 10/1/18 outage:

Yesterday, October 1st, at 3:30 pm EST, we experienced problems with our authentication systems, which caused users who were not already in their software to be unable to perform the initial login. While that concern was resolved by 5:00 pm EST, UltraTax CS customers were still unable to transmit electronic returns. Our development teams understood the concern of customers who needed to file 1041 Trust returns, and worked diligently to resolve the issue by 7:30 pm EST. We are performing full post-incident review and have already implemented measures to prevent this issue from reoccurring.

9/20/18 UltraTax CS UltraTax CS fall renewal campaign

A new batch of emails have been sent to the licensee and billing contact of all firms that have not yet renewed their UltraTax CS software. Details of the promotion are as follows.

  • 20% off new products is now available until 10/29/18.
  • The final date for financed payments is still 11/2/18.
  • No discounts on renewal pricing.
  • Support representatives will call these firms after the 10/15/18 deadline and campaign tickets will be available 9/24/18.

For more information on the UltraTax CS renewal campaign, see UltraTax CS renewal overview

9/10/18 Synergy 9/10/18 Synergy registration refunds

Requests from customers to return their Synergy registrations should be handled by Sales. Notify your customer that Customer Service cannot handle the return and that you'll notify their sales rep (who will then be in contact with them).

The sales rep will elect how to approach the conversation with the customer, and may be able to convince them to go to Synergy still or reallocate the money to a different kind of training.

08/28/18 All products Signed orders and copies of contracts

If a firm is requesting a copy of a signed original order, an addendum, a contract, or any other confidential information that's unique to the firm, the documents can only be sent to a current licensee or delegate on the account.

8/24/18 GoSystem RS GST custom artwork billing

During a recent audit, it was discovered that firms were being billed for the GST Custom Artwork Letterhead Setup material in error. We have cancelled the subscription for affected firms and submitted a credit for previously paid fees. Note that if there was an open invoice for the firm, the credit was applied to it first. The credit quote name will be something following this naming convention: GST Custom Logo Letterhead Setup 2017 (Billing: October 25, 2017-August 24,2018)

To see a copy of the email sent to affected customers, click here.

Hello GoSystem Tax RS Customer,

I am reaching out to you regarding a change to your subscription. As previously communicated, we sunset the GST Custom Letterhead Setup module for letters and filing instructions due to an update within the system (see attached word document to reference the communication that was sent previously). This module allowed us to update the letterhead for you, but after the update, this is something that you can update yourself within GoSystem.

After a recent audit we discovered that we billed you for the module. We have since canceled the module and applied credits to your account for fees paid and/or invoiced. The credit can remain on your account to be applied toward current and/or future invoices.


We apologize for any inconvenience we caused.

8/20/18 Security 8/20/18 Thomson Reuters Authenticator app update for Android devices

The Thomson Reuters Authenticator app version 1.3.140 was released for Android devices in the Google Play Store and the Amazon Store. The update configures Android devices with OS version 5.0 and lower to use the updated security and encryption of TLS v1.2. Android devices with OS version 5.0 and higher are pre-configured with these security settings and are not affected by this update.

08/17/18 Fixed Assets/FileCabinet CS Fixed Assets/FileCabinet CS fall campaign begins

The Fixed Assets CS/FileCabinet CS renewals are now available to our customers online to renew them out to 11/1/2019. This base is composed of approximately 8,100 firms. There have been some significant changes; see the full detail below.

  • No renewal invoices will be mailed this year. If a firm needs a paper invoice, they are able to print it online.
  • The campaign is releasing one month earlier than normal; emails will be sent to firms starting 8/20/2018.
  • There is a 20% discount off any new products added with the renewal.
  • There is no discount on the renewal.
  • Financing is available for firms with a renewal of more than $750 in product, and there is an administrative $50 fee. Financed orders are due back by 10/26/18.
  • After discussing the renewal with the firm, be sure to update renewal plans in EMS.
  • In prior campaigns a license transfer form had been provided to NONA firms along with their renewal. This form has been removed from the campaign, and the firms will need to self service their demographic changes, or work with Customer Service to update licensees.
  • There will be information on the Fujitsu scanner promotion included with the campaign email. The Fujitsu scanner promotion goes through 9/16/18.
  • For additional information on the renewal, see Licensing and renewal overview.
08/13/18 Web Services Legacy web services products

All NetFirm CS Administrators have already received communication regarding legacy products being removed from web services. See the following announcements for more details.

  • On August 22, 2018, the Stock Quotes module will be decommissioned and removed for all firms. All firms that had the service have received communications on 7/9/18 and 8/15/18. Click  Show me to see a draft of the email communication.
    Due to changes in technology and partnerships, we will no longer be providing the Stock Quotes feature in NetClient CS and NetStaff CS Your firm has been identified as a firm using the Stock Quotes feature, and we want to give you ample time to prepare communications with your staff and clients, if you deem necessary. On August 22nd, the Stock Quotes module will be removed from all NetClient CS and NetStaff CS portals. If you’ve been using Stock Quotes as a “filler” when creating new portals for clients, we suggest you consider adding custom links or a news from your firm. You can find details by searching for “NetFirm CS News” or “NetFirm CS Links”, and choosing the News Administration or Links Administration Help and How To Center topics.
  • On August 23, 2018, an update will be pushed out that will remove all CBS and CSA portal functions. This includes Financial Analysis, Web Employee, Remote Payroll, Remote Authorization, and Client Bookkeeping Solution (CBS). This also includes any NetClient CS portals and user accounts that had access to only CSA-related functionality. This has been communicated in the NetFirm CS  Alerts & Notices in November 2017, plus additional email communications.
08/09/18 All 08/09/18 User experience enhancements for CS Professional Suite

As a CS Professional Suite customer, we are informing you that as part of our ongoing efforts to address the evolving cybersecurity landscape, in early August 2018 we will update UltraTax CS to include multi-factor authentication (MFA) user experience improvements, enhancements to our file encryption-at-rest process, and updates for global data privacy requirements. This update follows our implementation of MFA in all CS Professional Suite products in February 2017, with further enhancements in 2018 including requiring MFA to electronically file tax returns. This update will require no action on your part.

There will be an "Encrypting data sharing" dialog that appears the first time a customer opens UltraTax 2017. If customers ask about this dialog, our positioning statement is: "This is part of our file encryption-at-rest process enhancements related to this update." This is a one-time process that will take 3 seconds/client for desktop installations and a little longer for VO/SaaS.

As of late August 2018, various applications are being updated so data sharing with UltraTax 17 should work normally. Refer to each product's alerts and notices page for specifics. With this update, data sharing information out of UltraTax CS 2017 to other CS applications will be collected and held until an update later this month, at which point the information collected will be data shared as usual. Prior versions of UltraTax (16 and earlier) will not data share to or from other CS applications in any environment.

As part of this update, customers may be prompted to update .NET framework or their web browser. If so, have them follow the prompts on their screen. Customers will be given a link to Installing an updated .NET Framework. Direct customers to their IT professional if they need additional assistance updating .NET or their web browser.

08/09/18 CS Professional Suite Trial licenses can no longer be sent

Starting immediately, no trial licenses can be sent to a customer by internal customer facing staff without proper approval. If a client needs a trial license, it can only be done by submitting an EOR to have Order Team secure the proper approvals. This process can take up to 48 hours to complete.

This applies to all software and environments; SaaS, Virtual Office CS, and local installations.

08/07/18 UltraTax CS eSignature autorenewal cancellation requests

Customers who purchased an eSignature package and are nearing their autorenewal date are now starting to receive automatic renewal reminders. They are instructed to complete an online Services Cancellation Request form if they wish to not renew. If you receive a cancellation request, mark the eSignature product as NLU using the instructions found in Updating renewal plans in EMS. Then send the cancellation request to Order Team by printing it to GoFileRoom. Instructions for printing to GoFileRoom are available in Printing to GoFileRoom CS for Customer Service. For more detail on the eSignatur renewal, see eSignature billing and licensing.

08/06/18 UltraTax CS Late PRP billing

During the recent billing for July PRP codes, a connection error caused 60 firms to not be billed for PRP transactions. The billing was processed on 8/6/18, and the invoice is available both online and in EMS.

08/02/18 GoFileRoom CS GFR legacy renewal model ending

The renewal expiration date for the remaining six GoFileRoom CS firms is approaching November 1, 2018. The GoFileRoom specialist will be contacting the 6 impacted firms, and addressing their price concerns. These firms will be moving to a contract model and there is no option to maintain the legacy model, and they have been given three years notice of this change.

If you receive a call from the firms, leave a Flash pink for the GoFileRoom specialist to call the firm. The firm IDs are the following: 67424, 93759, 101402, 158003, 410053, 450650.

06/28/18 Practice CS Practice CS Renewal Campaign begins

The Practice CS renewal campaign begins 6/28/18 with firm's being sent the renewal reminder via email. You or clients may notice this is earlier than normal, and this is due to having the Master Service Agreement (MSA) in place, and our commitment to give 90 days notice for the renewal.

The MSA was introduced last summer for all new orders, and for firms renewing Practice CS that agreed to it. For any firms that did not acknowledge the MSA last year they will be prompted to do so before they can proceed with renewing Practice CS online. If any renewals are being handled internally (because the renewal was mailed in or a Sales order includes the Practice renewal) we need to get clients acceptance on MSA from the licensee or firm delegate (ideally the client does this online in the Practice CS renewal screen). If a firm does not agree to the MSA terms we can still process a renewal, however, we need to capture their MSA decline. Instructions for reviewing the MSA acceptance or decline are found in the internal notes section of Setting up your Practice CS auto renewal.

If the firm accepted the MSA last year, we will automatically renew them using the Renewal method of payment on file, and no further action is needed.

Firms are able to get a 20% discount until 8/31/2018 if they add a new module to their renewal.

More information is available on the Practice CS renewal and licensing on the Licensing and renewal overview, and more detail on calling on expired campaigns can be found on Expired software renewal campaign calls.

06/25/18 Accounting CS Firm Hosted Client Access charges

There are about 30 firms who switched from Firm Hosted Client Access (FHCA) to Virtual Office. We never removed their FHCA license, and so they have not been billed the company fee for Client Access on Virtual Office. We are correcting their licensing so they will now be charged the company fee. We are not back charging for the error on our end.

Note: Firms with an increase over $1,000 are being contacted proactively.

06/21/18 UltraTax CS Digital Spearhead renewal pop up messages

Firms who are selected for the Digital Spearhead renewal program have a pop up message that says "Digital Spearhead UltraTax CS Pilot Renewal Participant, Please direct UT renewal questions to"

There are about 10 firms in this group. Please make sure you're watching the pop up messages so you can properly assist the customer.

04/20/18 UltraTax CS 07/09/18 UltraTax CS early renewal discount

The early renewal discount period is now in effect through August 31, 2018. If a firm pays in full, a 5% discount is available. If the firm renews with financing, there is no discount available. 

For more information on the UltraTax CS renewal, see the UltraTax CS renewal overview.

04/20/18 Web Services 06/13/18 UltraTax CS to Software as a Service (SaaS) transitions

The 2018 UT to SaaS Transition Team is comprised of Erica Benavides-Clark, DeNika Bryson-Kelly, Ronda Prescott, and Hayley Boyse.

Route any returned calls/emails, or signed sales proposals for UltraTax CS to SaaS transitions that were sent to to the Web Services Specialist, or the representative discussing the transition with the firm. For details, see Internal: UltraTax CS to Software as a Service transition.

Transitions will be done during the same time as the UltraTax CS Early Renewal Discount period. This is ending on June 28, 2018.

When firms are transitioning to using UltraTax CS via Software as a Service (SaaS) from local or vice versa, keep the following in mind:

4/19/18 CS Professional Suite Changes to application sign in screens for desktop and Onvio users

On April 19, 2018, an update was released changing some of the text in the sign in screens for Onvio and desktop applications. Nothing about the current user’s experience in accessing their applications is changing.

With the 4/19/2018 Onvio release, a change to the UI text on the sign in screens for Onvio and CS Professional Suite desktop users will change to include (Thomson Reuters ID) after the email address. You can view this mock up (not quite final version but close) to see the changes. Hovering over the question mark icon in the sign-in screen gives a definition of what the Thomson Reuters ID is.

Where we previously used the term “CS Web account” in our HHTC content we will now need to refer to a “Thomson Reuters ID” so we remain consistent with the text in the UI. This changes nothing for the user’s experience, but may prompt some questions.

Internally it does mean a shift in the vocabulary we use to talk about the account you use to sign-in to our website and sometimes your applications.

4/6/18 GoSystem RS GST billing adjustment

A small audience of firms licensed for GoSystem RS have started receiving invoices to correct their billing due to using more user licenses than they are licensed for. If you receive a signed order for processing, review the process on Processing GoSystem Tax RS renewal documents.

3/5/18 CS Professional Suite Firm Name History available in MKT

A new widget has been added in MKT to display the firm name change history for firms licensed for CS Professional Suite products. Instructions to review the widget can be viewed in the internal notes of the Change your firm name, address, and/or phone number article.

This is useful to research firm name change history for license transfers, piracy questions, and if the firm name has been updated after received a new EFIN.

2/28/18 AdvanceFlow AdvanceFlow requests for SOC2 report

For AdvanceFlow, when requested the GoFileRoom SOC2 report can provide. When sending this to customers, you must in include the following in you message:

"Critical components of the AdvanceFlow audit management system, such as the document storage/management, user authentication/access, and physical/environmental security and monitoring, are covered in the GFR SOC2 audit. While other aspects of AdvanceFlow were not included in previous GoFileRoom SOC 2 audits, Thomson Reuters intends to include the AdvanceFlow application and workforce in its entirety in the 2019 SOC2 audit process."

2/16/18 Web Services Web services billing updates

Several items to be aware of concerning web services billing:

  • CSA web services will no longer be billed after December 2017. As of January 1, 2018 the pricing for CSA web services such as Remote Payroll Services for CSA, CBS ASP, Web Employee, etc, has been changed to be $0. EMS will reflect the same, and firm will not see CSA web services on their billing report after December 2017. See the Web Services Billing Basics article for more information on billing.
  • There is a known issue where we have missed processing the Web Builder CS annual domain registration fee for summer 2017 until March 2018. This will be updated in April 2018 and domain renewals will continue at that point for the expected month. We will not collect on missed billing. See the Web Builder CS Domain Registration article for information on how the service is billed.
  • On December 1, 2017, the pricing for using QuickBooks via NetStaff and NetClient CS increased from $50 to $60. It was recently discovered the NetClient CS pricing was not updated. This will be corrected in February 2018, and on March 12, 2018, the billing for February will accurately reflect $60/portal. We will not retroactively charge for December and January billing that was inaccurate. See the CS Professional Suite price list for the most up to date pricing.

See the Web Services Specialist or Team Leader for any billing questions.

1/11/18 Engagement CS Engagement CS update released and CSA impact

In January 2018 a release for Engagement CS will prompt firms to download an update, and this will include an updated license. Firms with expired CSA licenses for Payroll CS, Payroll Compliance, Trial Balance and/or Write-Up, currently have limited functionality within the program for these modules. If these firms are also licensed for Engagement CS and apply this update, they will lose the limited functionality for the expired modules.

Suggested workaround for firms that wish to continue the limited/expired functionality would be to keep a separate install of CSA and not update Engagement CS on that install.