1. CS Professional Suite
  2. Professional Services
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Tax and accounting professionals

Professional services
implementation and learning programs

Agile and flexible professional services when and how your firm needs them

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.

Implementation

Select how your firm is best assisted in expanding business development. Choose from three plans that allow for minimal involvement to maximum guidance.

Foundational Implementation

For firms confident in their business processes seeking to get more out of their products


What you get with Foundational Implementation

Fast access

Learning plan for step-by-step implementation

Live, instructor-led sessions

On-demand interactive eLearning courses

Point of contact in every live session

Re-take courses as needed, with one year of access

Guided Implementation

For firms who need dedicated help defining their processes


What you get with Guided Implementation

Dedicated consultant providing 1:1 guidance

On-demand interactive eLearning courses

Includes necessary Technical Services

Re-take courses as needed, with one year of access

Supplemental, private training to support go live

One year of access to training content

Specialized Implementation

For firms making complex changes that need significant guidance and maximum flexibility


What you get with Specialized Implementation

Tailored and scoped based on firm needs

Client Project Manager to help the firm manage the large scale implementation

Contains live instructor-led training and interactive eLearning


Related products for implementation

Continued learning & optimization

Firms who already have Thomson Reuters products can take advantage of programs designed to meet varying and ongoing needs.

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

Fast access

Live, instructor-led sessions

On-demand interactive eLearning courses

Point of contact in every live session

Re-take courses as needed

One year of access

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 Essential+ Continued Learning

Fast access

Live, instructor-led sessions

4 hours of supplemental private training

Point of contact in every live session

Re-take courses as needed

One year of access

Optimization

Product or workflow guidance from a knowledgeable and experienced Thomson Reuters consultant combined with all the Essential+ training content for a complete Optimization experience.


What you get with Optimization

Dedicated consultant for 1:1 guidance

Live, instructor-led sessions

4 hours of supplemental private training

Point of contact in every live session

Re-take courses as needed

One year of access

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.

Custom Reports

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 in mass 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.


Related products for technical services

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.