Why choose Professional Services
Get the most out of your Thomson Reuters Tax & Accounting Software with our expert professional services. Go beyond training to get a thorough overview of the latest best practices in the profession that can help you get the most out of your tools. Choose from our selection of comprehensive plans to best serve your business goals.
Product implementation programs ensure you get off to the best start with new software while continued learning programs are designed to help you take full advantage of product features.
Consider Practice Forward, AuditWatch, or TaxWatch offerings to increase profitability and efficiency in your firm with the help of our industry-leading expertise. Or, our Technical Services team offers data migrations, data conversions, custom reporting, and other technical needs.
Select how your firm is best assisted in expanding business development. Choose from three plans that allow for minimal involvement to maximum guidance.
What you get with Foundational Implementation
For firms confident in their business processes seeking to get more out of their products
What you get with Guided Implementation
For firms that need dedicated help defining their processes
What you get with Specialized Implementation
For firms making complex changes that need significant guidance and maximum flexibility
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Continued Learning & Optimization
Firms that already have Thomson Reuters products can take advantage of programs designed to meet varying and ongoing needs that may include staff onboarding, refresher training, and advanced topics.
What you get with Essential Continued Learning
Unlimited one-year access to a robust library of interactive eLearning and live, instructor-led training content.
What you get with Essential+ Continued Learning
Unlimited one-year access to a robust library of interactive eLearning and live, instructor-led training content, plus supplemental training hours to address unique firm needs in a private environment.
What you get with Optimization
Guidance from an expert Thomson Reuters consultant that combines a comprehensive optimization experience including workflow review, product usage evaluation, process improvement recommendations, industry best practices, and system enhancements with our Essential+ training content.
Why choose Technical Services?
Whether you are just getting started using the software or searching for new efficiencies, Technical Services offers assistance with selecting tax and accounting applications best suited to your practice. These services range from document migrations and conversion services to creating custom financial statements, reports, and layouts. By taking advantage of these offerings, you save time and resources in your software search and ensure the most effective solutions are implemented.
Conversions and migration
Whether you need to move documents from your prior document management software to GoFileRoom or populate your WIP/AR and client data from your practice management program, Technical Services provides migration and conversion services to save your firm significant time when compared to manually entering and uploading data.
From reports to custom check layouts and statements, our team can design and deliver unique formats to visualize data in ways not available by default within your application.
Database updates and custom utilities
Whether you need to make modifications to data in your software en masse or create efficiencies in how data is imported, Technical Services provides updates and custom-built utilities to streamline your processes.
Website and logo design
Thomson Reuters designers can create custom logos to elevate your marketing materials and help your firm stand out from the rest. For firms using WebBuilder CS, design and coding services are available to further customize your online presence.
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Ready to start a conversation?
Need more information about how our flexible professional solutions can help your firm? Reach out to us and our team will get back to you.