FileCabinet CS: Alerts and notices

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.

Characters left:

Use the Search field to search the table data, or click a column heading to sort the table. Click to view details

Reported Date Category Reported Version Status Modified Date Fixed Version Synopsis
07/9/18 Platform SQL Version Notice 7/10/18 Notice Support for Microsoft SQL Server 2008 and 2008 R2 is ending

On July 9th, 2019 Microsoft with discontinue extended support of Microsoft SQL Server 2008 and 2008 R2.

For more details, see the Discontinued support for Microsoft SQL Server 2008 help article.

06/12/18 Platform 17.1.0 Open 06/12/18 N/A Enabling MFA on NetStaff prevents SSO from working

NetStaff users who have enabled MFA may experience being prompted to sign in when opening or printing to FileCabinet CS despite having an existing active session in other CS Professional Suite applications. Most often, this is caused by the CS Web and NetStaff accounts having the same login. Complete the steps below to work through the issue.

  1. Log into CS Web and NetFirm and enable MFA in both areas.
  2. Change their login name for either NetFirm or CS Web but not both. The user will then need to use the new unique NetFirm login.
  3. Change the password in either CS Web or NetFirm but not both. The user will then need to use the unique NetFirm password.

If the steps above do not reach resolution for SSO related issues, see TFS 1431141.

05/18/18 Platform 17.1.0 Open 05/18/18 N/A "Windows 10 1803 update causing issues with CS Connect

Users may experience issues with CS Connect on Windows 10 machines after applying Windows update 1803. Please see the TFS noted on items requested to test and provide to Development to further investigate the issue.

TFS 1424008

05/29/18 Platform N/A Verified 05/29/18 N/A "Unable to verify profile" error when enabling MFA

After clicking on the My Profile section of our website, some users may receive a similar error message. The error typically reads “Unable to verify profile”. The MFA Troubleshooting article provides steps you can and our users can take to resolve this issue.

The ideal resolution is the user logs in to our website, receives the MFA popup message after entering their email and password, and clicks Set Up Now to enable MFA for their account. Do not direct non-Onvio users receiving this error to to resolve this issue, even in cases for the MFA popup was previously snoozed. This previously suggested workaround can cause issues with the data on the backend when enabling MFA in this way.

Multiple accounts for our website (Thomson Reuters IDs) can also be the cause of this issue. Use EMS to check for this. To do so, follow the internal steps provided for this error message in the MFA troubleshooting article.

05/23/18 Platform N/A Fixed 05/29/18 N/A Amazon Fire 7 tablets do support MFA

Prior to May 25, 2018 the Thomson Reuters Authenticator mobile app may have been unavailable for installation for some Amazon Fire 7 tablets. During this time users may receive a "Your device isn't compatible with this version" message, or not have access to the download feature when attempting to install the app on their device.

This issue is resolved and Amazon has re-opened the app for installation on these devices.

04/19/18 All All Notice 04/19/18 N/A 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 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.

01/24/18 ALL N/A Verified 01/24/18 N/A Phishing E-mail
There has been a confirmed phishing e-mail being sent to CS Professional Suite users from Below is a facsimile of the email being received.


Your account has been Approved, you are all set but do not forget to verify your CS Professional Suite Account.

CLICK HERE to verify your CS Professional Suite Account.

*Link Expires in 24 hours

If you speak with a customer that has received this e-mail, please contact the Support-Incident Management team.

12/4/17 All N/A Testing Fix 12/4/17 N/A How to access your CPE Certificate(s)

Did you know you can view or download your CPE Certificates for Thomson Reuters courses by logging in to your CS Web Account? For instructions, see Obtaining your CPE Certificate(s) via the My Account page.

11/28/17 All N/A Fixed 12/6/17 N/A CS Web server error when updating CS Web account profile information

When updating the password or email address associated with your CS Web account, some user may receive a server error message. Although this error message appears, your changes are saved and the new password or email will now be your new login credentials. Our development teams are working on releasing a fix as soon as possible. For details about updating your CS Web account, see Changing your CS Web account profile information.

11/28/17 All All Notice 11/28/17 N/A Firm Delegate and license PIN

For security reasons only a firm's licensee has access to make changes to the firm's phone number, address, name or license PIN. The firm Delegate role is not an option that can be assigned for firm's in the absence of the Licensee. This role is only available to firm's whose applications are licensed to the firm, and only certain firm types qualify to licensee their applications in this way. For details about the new delegate roles see, Modifying the firm delegate role. For details about firm types, see Internal: Firm types.

If a firm is requesting this role be assigned to an individual at their firm, please transfer these calls to Customer Service to review and determine if they qualify. Because the firm's licensing type determines wether they need to have an individual assigned to this role, in most cases if there is a Licensee assigned this will not be possible.

10/25/17 All 2016 Notice 10/25/17 Notice Action required - update your CS Professional Suite license PIN

New for 2017, the license PIN you use for your CS Professional Suite applications cannot match your firm's ZIP code. If your license PIN matches your ZIP code, your firm's designated Licensee or Delegate must update it to a secure PIN. For details, see Managing your license PIN.

This update is required before you can successfully download and install the appropriate licenses to your programs. If you have received a "Firm ID and PIN do not match our records" error message, contact your firm's licensee to obtain the correct PIN. For additional details about this error message, see License download failed: firm ID and PIN do not match our records.

11/17/17 All All Open 11/17/17 N/A License PIN not saving / firm ID and PIN do not match

Communication was sent to firms in October explaining that they must update and/or verify their license PIN, as the PIN is no longer allowed to match the ZIP code. If a firm receives the CS Connect error that the firm ID and PIN do not match our records, they need to verify their PIN on the My Account page.

There have been reports of license PINs appearing to revert to the ZIP code after being updated. A fix for this issue was released 11.19.17. If a firm reports a "Firm ID and PIN do match our records" message in CS Connect, follow the instructions in the internal note of Troubleshooting license PIN update errors.

After troubleshooting, if the PIN is reverting to the firm ZIP code after updating it on our work with your departments CF to resolve the issue.

11/02/17 Platform N/A Notice 11/02/17 N/A Change to using the EMS Migration support tool

With the November 2, 2017, Onvio release you must now use Chrome with the SwitchySharp plug-in installed for access to any of the support tools.The EMS Migration support tool page will not load successfully without the plug-in installed or if you attempt to use an unsupported browser such as Internet Explorer. For details about the EMS Migration support tool, see Internal: Using the EMS Migration Support tool.

For SwitchySharp installation instructions, see Onvio Tools SwitchySharp rules. You will need to complete the installation, configuration, and enable proxy steps found on this page for proper setup of the SwitchySharp plug-in.

Note: During the configuration process you will need to create some new rules for SwitchySharp. Before creating new rules, after entering the Proxy Profile information you will need to click Save for the AWS Connectivity option to appear in the Proxy Profile drop-down menu.

06/29/17 Security ALL Notice 06/29/17 Notice Phishing Email Scam

We have been made aware of a Phishing Email Scam that has been sent to some CS Professional Suite users. The Phishing Email asks for 'Re-Validation of Login Credentials'. This was NOT sent by Thomson Reuters. It is an attempt to trick practitioners into revealing their login information. Please do not click on 'Login' button in this email.

If you receive a call about this from a user send the Firm ID, contact name, email address, and details of the message received - including the email address the email address was sent from - to the Command Center.

06/28/17 Platform N/A Notice 06/28/17 N/A Responding to questions regarding Petya ransomeware

For users asking questions about this, here is the approved Thomson Reuters customer statement regarding Petya ransomware.

"Thomson Reuters takes the security of its global systems seriously. We are well aware of the latest, highly publicized, Petya ransomware attack that has impacted a number of organizations around the world, and our systems continue to function normally.

We are continually monitoring our systems to ensure the protection of our customers’ information and achieve consistent reliability of our products and services.

In the event customers experience any difficulties, they should contact their customer representative as usual.

06/02/17 Platform N/A Fixed 06/15/17 N/A An Issue Occurred with Your Firms Security Upgrade

When logging into a user may receive a prompt to migrate their security. After entering their password a second time they will receive an error message stating migration failed and to contact support. Please add these firms to this TFS item and let them know the issue is being worked on.


03/09/17 Security N/A Notice 03/09/17 Notice Update to internal procedures for change of address requests

In an effort to ensure requests to update demographic information are valid the following changes are effective immediately:

At this time CS Web accounts with administrative permissions can still make these requests. We can only accept requests submitted by the licensee. We are currently looking in to ways to restrict this.

03/06/17 Security N/A Notice N/A N/A Strengthen security for your firm and clients with multi-factor authentication

Did you know Thomson Reuters can offer even more advanced security options through multi-factor authentication? Many of the online accounts and software products that you use every day are currently protected by a login and password - multi-factor authentication adds at least one more layer of identity verification to that process.

We strongly recommend that you use multi-factor authentication to provide the highest level of security for you data. To get started, see  Multi-factor authentication overview. For additional details about our strongly recommended security measures, see the Data Security for Tax and Accounting Firms page on our website.

03/06/17 Security N/A Notice 03/6/17 N/A Firm security – contacting the Incident Management group

When customers tell us that they were compromised, their identity was hacked, they’ve had a security breach, or any other indication that their information has been compromised, it is important to share this. Send any information you receive via email to Support - Incident Management. This team reviews that information to ensure old EFIN numbers are blocked, and takes necessary steps behind the scenes to make sure any compromised information cannot be used maliciously.

02/21/17 Security N/A Notice 02/21/17 N/A EMS Migration Support Tool error: "User exists in TRID, but there is no TRUID in EMS. Contact Platform Development for resolution"

To resolve this error, please follow these steps:

  1. Have the firm admin log in to
  2. The admin chooses Manage Accounts and deletes the user experiencing this error.
  3. The user then navigates to
  4. Choose Hi, Guest | Your Account > Sign in under CS Professional Suite.
  5. On the CS Professional Suite account sign in screen, choose Need an account? Click here.
  6. Have the user enter the Firm ID and Zip code and click the Continue button.
  7. The next screen will display a list of names, mark the My name does not show up in the list box and complete the information fields to create the account.
02/17/17 Security N/A Notice 2/17/17 N/A Reminder: Reset your CS Professional password

As a reminder, the password that you use with your CS Professional login must meet strength requirements as defined by the IRS and expire after no more than 90 days.

When your password is within three days of expiration you will receive a reminder in your application or in the NetStaff CS dashboard, depending on the credentials that you use. For details, see Password management for your CS Professional Suite application logins.

01/27/17 Notice N/A FYI 01/27/17 N/A NetClient phishing email
If a user reports that they or their client(s) received a suspicious email about NetClient, refer the user to Protecting your firm and clients against phishing scams and instruct them to report this to the IRS. See the “Help Catch the Culprits – Report Phishing Attempts” section at the bottom of the HHTC topic for instructions on how to report.
1/17/17 Error N/A Informational 02/20/18 N/A "There is a Problem with Adobe Acrobat/Reader. If it is running please exit and try again (523:523)"

This error may occur when navigating from one pdf to another. If you receive this error, follow the Adobe Reader and Acrobat considerations for CS Professional Suite to configure Adobe.

1/11/17 Notice N/A Notice 1/11/17 N/A "IRS Security Summit Alert: New Two-State E-mail Scheme Targets Tax Professionals

Per IR-2017-03, Jan. 11, 2017, the Internal Revenue Service, state tax agencies and tax industry leaders today warned tax professionals to be alert to an email scam from cybercriminals posing as clients soliciting their services.

12/16/16 Error 2016.1.0 Fixed 01/12/16 2016.1.1 "Automatically share display area" user preference not saving

**01/12/16 Update: This has been resolved in FileCabinet CS version 16.1.1.

Upon initially opening FileCabinet CS, if you have the user preference "Automatically share display area" enabled, it will not function as intended.

Workaround: To resume functionality, unmark the "Automatically share display area" checkbox in Setup > User Preferences > Drawer List and click OK. Then reopen Setup > User Preferences > Drawer List, and remark the "Automatically share display area" checkbox. After clicking OK to save this setting, it will resume original functionality.

NOTE: At this time, this must be done each time the program is initially opened.

If a firm calls in to report this, please add the firm ID to the TFS below.

TFS 1049982

1/22/16 Download 2015.1.0 Informational N/A N/A Error:  The signature of download.exe is invalid or corrupt

You may receive an error saying that the signature of the product download.exe is corrupt or invalid. There is not an issue with the install file itself. For more information, see The signature of download.exe is invalid or corrupt.

N/A Licensing 2015.1.0 Informational N/A N/A Manually Apply Licenses While Users are in FCS or Other Programs
Licenses for FileCabinet CS can be applied manually if license application through CS Connect fails due to residual lock files or active users in FCS or other programs. See this Help & How-To Center Topic for instructions on manually applying the license file from its download location.

Share This