³ÉÈËVRÊÓƵ

Skip to main content

Solutions

Law firms

Tax, audit & accounting firms

Corporations

Governments

Success stories

Questions? We are here to help.
Contact us

Products

Legal

Trade & supply

Tax, audit & accounting

Corporate tax

Risk & fraud

Books

Recommended products

Questions? We are here to help.
Contact us

Purchase

Buy solutions

Buy books

Contact sales

Questions? We are here to help.

Resources

Insights

Events

Product training

Product communities

Developers

³ÉÈËVRÊÓƵ Account

³ÉÈËVRÊÓƵ Account Tax and Accounting migration scenarios for multiple applications

Before you begin

The steps required to migrate a ³ÉÈËVRÊÓƵ Account depend on which applications the account needs to use.
To use this guide, determine which category your account belongs to and follow the steps for your scenario.
  • Category 1: desktop applications.
     Including UltraTax CS, Fixed Assets CS, Planner CS, FileCabinet CS, Practice CS, Workpapers CS, Accounting CS, and Accounting CS Payroll.
  • Category 2: web-based applications.
     Includes Engagement Manager, GoFileRoom, and Guided Assurance.
  • Category 3: portal applications and/or hosted environments.
     Includes NetFirm CS (NetStaff CS and NetClient CS), Virtual Office CS, and Software-as-a-Service.
tip
  • If your firm currently uses Federated Single Sign-On for TR web-based applications, contact your firm’s IT Administrator for guidance on migrating to the new sign-in experience, including two-factor authentication.
  • If you have multiple Category 3 accounts, you need to create more than one unique ³ÉÈËVRÊÓƵ Account. Read through the step-by-step guidance prior to taking action to determine which account you plan to associate with your primary email address.

Scenario: only need to access products in Category 1

  1. Download and install the latest version of your desktop application(s)
    note
    If today you access multiple desktop applications, you only need to complete remaining steps for one of the applications. The system will recognize actions taken and apply to all.
  2. Sign-in to the desktop application with your existing credentials. Your email and password will serve as your ³ÉÈËVRÊÓƵ Account.
  3. Set up your preferred method for two-factor authentication.

Scenario: only need to access products in Category 2

  1. Launch the web-based application
    note
    If today you access multiple desktop applications, you only need to complete remaining steps for one of the applications. The system will recognize actions taken and apply to all.
  2. Reset your password.  This establishes your ³ÉÈËVRÊÓƵ Account
  3. Sign-in with your email address and new password.
  4. Set up your preferred method for two-factor authentication.

Scenario: only need to access products in Category 3

If you only have one Category 3 account (NetStaff CS or NetClient CS):
  1. Access .
  2. Enter existing NetStaff CS or NetClient CS credentials in the login and password fields, and select
    Upgrade my NetStaff CS or NetClient CS login
    .
  3. Enter the email address you want to associate to your ³ÉÈËVRÊÓƵ Account. If you already have a ³ÉÈËVRÊÓƵ Account associated with the email address entered, the system will guide you to step 5.
  4. Follow the on-screen steps to create a ³ÉÈËVRÊÓƵ Account.
  5. Enter your ³ÉÈËVRÊÓƵ Account credentials.
  6. Set up your preferred method for two-factor authentication.
  7. If you already have a ³ÉÈËVRÊÓƵ Account associated with the email address entered, you may also have an established method for two-factor authentication. The system will guide you accordingly.
If you have more than one Category 3 account (regardless of the mix and count):
  1. If you have more than one Category 3 account, you will need to create a unique ³ÉÈËVRÊÓƵ Account for each. If one of the accounts currently uses your primary email as the login, begin by migrating that account first.
  2. Access .
  3. Enter existing NetStaff CS or NetClient CS credentials in the login and password fields, and select
    Upgrade my NetStaff CS or NetClient CS login
  4. Enter the email address you want to associate to your ³ÉÈËVRÊÓƵ Account. If you already have a ³ÉÈËVRÊÓƵ Account associated with the email address entered, the system will guide you to step 6.
  5. Follow the on-screen steps to create a ³ÉÈËVRÊÓƵ Account.
  6. Enter your ³ÉÈËVRÊÓƵ Account credentials.
  7. Set up your preferred method for two-factor authentication.
  8. If you already have a ³ÉÈËVRÊÓƵ Account associated with the email address entered, you may also have an established method for two-factor authentication. The system will guide you accordingly.
  9. Sign out of the ³ÉÈËVRÊÓƵ Account account associated with this account.
  10. Migrate the next account. Access again.
  11. Select
    Upgrade my NetStaff CS or NetClient CS login
    , enter existing NetStaff CS or NetClient CS credentials in NetStaff CS or NetClient CS login and password fields
  12. This account will require a different email address. Enter an alternate email address you want to associate this ³ÉÈËVRÊÓƵ Account.
  13. Follow the on-screen steps to create a ³ÉÈËVRÊÓƵ Account.
  14. Enter your ³ÉÈËVRÊÓƵ Account credentials.
  15. Set up your preferred method for two-factor authentication.
  16. If you already have a ³ÉÈËVRÊÓƵ Account associated with the email address entered, you may also have an established method for two-factor authentication. The system will guide you accordingly.
  17. If you do not have any additional accounts, you can skip this step: Sign out of the ³ÉÈËVRÊÓƵ Account account associated with this account
  18. Repeat steps 10-15 for every additional Category 3 account.

Scenario: need to access products in Categories 1 AND 2

  1. Download and install the latest version of your desktop application(s)
    note
    If today you access multiple desktop applications, you only need to complete remaining steps for one of the applications. The system will recognize actions taken and apply to all.
  2. Sign-in to the desktop application with your existing credentials. Your existing email and password will serve as your ³ÉÈËVRÊÓƵ Account.
  3. Set up your preferred method for two-factor authentication. The system will recognize actions taken and apply to web-based applications associated with the ³ÉÈËVRÊÓƵ Account email address.
  4. Sign-in to your web-based application to confirm using your ³ÉÈËVRÊÓƵ Account credentials.

Scenario: need to access products in Categories 1 AND 3

If you only have one Category 3 account (NetStaff CS or NetClient CS):
  1. Access .
  2. Enter existing NetStaff CS or NetClient CS credentials in NetStaff CS or NetClient CS login and password fields, and select
    Upgrade my NetStaff CS or NetClient CS login
    .
  3. Enter the email address you want to associate to your ³ÉÈËVRÊÓƵ Account. If you already have a ³ÉÈËVRÊÓƵ Account associated with the email address entered, the system will guide you to step 5
  4. Follow the on-screen steps to create a ³ÉÈËVRÊÓƵ Account.
  5. Enter your ³ÉÈËVRÊÓƵ Account credentials.
  6. Set up your preferred method for two-factor authentication. If you already have a ³ÉÈËVRÊÓƵ Account associated with the email address entered, you may also have an established method for two-factor authentication. The system will guide you accordingly.
  7. Download and install the latest version of your desktop application(s)
  8. Sign-in to the desktop application with your existing credentials and take any prompted action.
  9. If today you access multiple desktop applications, you only need to complete remaining steps for one of the applications. The system will recognize actions taken and apply to all.
If you have more than one Category 3 account (regardless of mix and count):
  1. If you have more than one Category 3 account, you will need to create a unique ³ÉÈËVRÊÓƵ Account for each. If one of the accounts currently uses your primary email as the login, begin by migrating that account first .
  2. Access .
  3. Enter existing NetStaff CS or NetClient CS credentials in NetStaff CS or NetClient CS login and password fields, and select
    Upgrade my NetStaff CS or NetClient CS login
    .
  4. Enter the email address you want to associate to your ³ÉÈËVRÊÓƵ Account. If you already have a ³ÉÈËVRÊÓƵ Account associated with the email address entered, the system will guide you to step 5.
  5. Follow the on-screen steps to create a ³ÉÈËVRÊÓƵ Account.
  6. Enter your ³ÉÈËVRÊÓƵ Account credentials.
  7. Set up your preferred method for two-factor authentication. If you already have a ³ÉÈËVRÊÓƵ Account associated with the email address entered, you may also have an established method for two-factor authentication. The system will guide you accordingly.
  8. Sign out of the ³ÉÈËVRÊÓƵ Account account associated with this account.
  9. Migrate the next account. Access .
  10. Select
    Upgrade my NetStaff CS or NetClient CS login
    , enter existing NetStaff CS or NetClient CS credentials in NetStaff CS or NetClient CS login and password fields.
  11. This account will require a different email address. Enter the alternate email address you want to associate this ³ÉÈËVRÊÓƵ Account.
  12. Follow the on-screen steps to create a ³ÉÈËVRÊÓƵ Account.
  13. Enter your ³ÉÈËVRÊÓƵ Account credentials.
  14. Set up your preferred method for two-factor authentication. If you already have a ³ÉÈËVRÊÓƵ Account associated with the email address entered, you may also have an established method for two-factor authentication. The system will guide you accordingly.
  15. If you do not have any additional accounts to migrate, skip to step 17. Otherwise, sign out of the ³ÉÈËVRÊÓƵ Account account associated with this account.
  16. Repeat steps 10-15 for every additional Category 3 account.
  17. Download and install the latest version(s) of your desktop application(s) and take any prompted action. If today you access multiple desktop applications, you only need to complete for one of the applications. The system will recognize actions taken and apply to all.

Scenario: need to access products in Categories 2 AND 3

  1. Launch the web-based application .
  2. If today you access multiple web-based applications (GoFileRoom and/or Engagement Manager and/or Guided Assurance), you only need to complete steps 2 through 5 for one of the applications.  The system will recognize actions taken and apply to all.
  3. Reset your password. This establishes your ³ÉÈËVRÊÓƵ Account
  4. Sign-in with your email address and new password.
  5. Set up your preferred method for two-factor authentication.
If you only have one Category 3 account (NetStaff CS or NetClient CS):
  1. Access .
  2. Enter existing NetStaff CS or NetClient CS credentials in NetStaff CS or NetClient CS login and password fields, and select
    Upgrade my NetStaff CS or NetClient CS login
    .
  3. Enter the email address you want to associate to your ³ÉÈËVRÊÓƵ Account. If you already have a ³ÉÈËVRÊÓƵ Account associated with the email address entered, the system will guide you to step 5.
  4. Follow the on-screen steps to create a ³ÉÈËVRÊÓƵ Account.
  5. Enter your ³ÉÈËVRÊÓƵ Account credentials.
  6. Set up your preferred method for two-factor authentication. If you already have a ³ÉÈËVRÊÓƵ Account associated with the email address entered, you may also have an established method for two-factor authentication. The system will guide you accordingly.
If you have more than one Category 3 account (regardless of the mix or count):
  1. If you have more than one Category 3 account, you will need to create a unique ³ÉÈËVRÊÓƵ Account for each. If one of the accounts currently uses your primary email as the login, begin by migrating that account first .
  2. Access .
  3. Enter existing NetStaff CS or NetClient CS credentials in NetStaff CS or NetClient CS login and password fields, and select
    Upgrade my NetStaff CS or NetClient CS login
    .
  4. Enter the email address you want to associate to your ³ÉÈËVRÊÓƵ Account. If you already have a ³ÉÈËVRÊÓƵ Account associated with the email address entered, the system will guide you to step 6.
  5. Follow the on-screen steps to create a ³ÉÈËVRÊÓƵ Account.
  6. Enter your ³ÉÈËVRÊÓƵ Account credentials.
  7. Set up your preferred method for two-factor authentication. If you already have a ³ÉÈËVRÊÓƵ Account associated with the email address entered, you may also have an established method for two-factor authentication. The system will guide you accordingly.
  8. Sign out of the ³ÉÈËVRÊÓƵ Account account associated with this account.
  9. Migrate the next account. Access .
  10. Select
    Upgrade my NetStaff CS or NetClient CS login
    , enter existing NetStaff CS or NetClient CS credentials in NetStaff CS or NetClient CS login and password fields.
  11. This account will require a different email address. Enter the alternate email address you want to associate this ³ÉÈËVRÊÓƵ Account.
  12. Follow the on-screen steps to create a ³ÉÈËVRÊÓƵ Account.
  13. Enter your ³ÉÈËVRÊÓƵ Account credentials.
  14. Set up your preferred method for two-factor authentication. If you already have a ³ÉÈËVRÊÓƵ Account associated with the email address entered, you may also have an established method for two-factor authentication. The system will guide you accordingly.
  15. If you do not have any additional accounts, you can skip the rest of the steps. Otherwise, sign out of the ³ÉÈËVRÊÓƵ Account account associated with this account.
  16. Repeat steps 9-14 for every additional Category 3 account.

Scenario: need to access products in ALL Categories

  1. Launch the web-based application .
  2. If today you access multiple web-based applications (GoFileRoom and/or Engagement Manager and/or Guided Assurance), you only need to complete steps 2 through 4 for one of the applications.  The system will recognize actions taken and apply to all.
  3. Reset your password. This establishes your ³ÉÈËVRÊÓƵ Account.
  4. Sign-in with your email address and new password.
  5. Set up your preferred method for two-factor authentication.
If you only have one Category 3 account (NetStaff CS or NetClient CS):
  1. Access .
  2. Enter existing NetStaff CS or NetClient CS credentials in NetStaff CS or NetClient CS login and password fields, and select
    Upgrade my NetStaff CS or NetClient CS login
    .
  3. Enter the email address you want to associate to your ³ÉÈËVRÊÓƵ Account. If you already have a ³ÉÈËVRÊÓƵ Account associated with the email address entered, the system will guide you to step 9.
  4. Follow the on-screen steps to create a ³ÉÈËVRÊÓƵ Account.
  5. Enter your ³ÉÈËVRÊÓƵ Account credentials.
  6. Set up your preferred method for two-factor authentication. If you already have a ³ÉÈËVRÊÓƵ Account associated with the email address entered, you may also have an established method for two-factor authentication. The system will guide you accordingly.
  7. Download and install the latest version(s) of your desktop application(s) and take any prompted action.
  8. If today you access multiple desktop applications, you only need to complete remaining steps for one of the applications. The system will recognize actions taken and apply to all.
If you have more than one Category 3 account (regardless of the mix or count):
  1. If you have more than one Category 3 account, you will need to create a unique ³ÉÈËVRÊÓƵ Account for each. If one of the accounts currently uses your primary email as the login, begin by migrating that account first .
  2. Access .
  3. Enter existing NetStaff CS or NetClient CS credentials in NetStaff CS or NetClient CS login and password fields, and select
    Upgrade my NetStaff CS or NetClient CS login
    .
  4. Enter the email address you want to associate to your ³ÉÈËVRÊÓƵ Account. If you already have a ³ÉÈËVRÊÓƵ Account associated with the email address entered, the system will guide you to step 9.
  5. Follow the on-screen steps to create a ³ÉÈËVRÊÓƵ Account.
  6. Enter your ³ÉÈËVRÊÓƵ Account credentials.
  7. Set up your preferred method for two-factor authentication. If you already have a ³ÉÈËVRÊÓƵ Account associated with the email address entered, you may also have an established method for two-factor authentication. The system will guide you accordingly.
  8. Sign out of the ³ÉÈËVRÊÓƵ Account account associated with this account.
  9. Migrate the next account. Access .
  10. Select
    Upgrade my NetStaff CS or NetClient CS login
    , enter existing credentials in NetStaff CS or NetClient CS login and password fields.
  11. This account will require a different email address. Enter the alternate email address you want to associate this ³ÉÈËVRÊÓƵ Account.
  12. Follow the on-screen steps to create a ³ÉÈËVRÊÓƵ Account.
  13. Enter your ³ÉÈËVRÊÓƵ Account credentials.
  14. Set up your preferred method for two-factor authentication. If you already have a ³ÉÈËVRÊÓƵ Account associated with the email address entered, you may also have an established method for two-factor authentication. The system will guide you accordingly.
  15. If you do not have any additional accounts, you can skip to the last step. Otherwise, sign out of the ³ÉÈËVRÊÓƵ Account account associated with this account.
  16. Repeat steps 9-15 for every additional Category 3 account.
  17. Download and install the latest version(s) of your desktop application(s) and take any prompted action. If today you access multiple desktop applications, you only need to complete for one of the applications. The system will recognize actions taken and apply to all.

This article applies to:

  • Product: Accounting CS,Accounting CS Client Access,Account management,Engagement Manager,FindLaw,Fixed Assets CS,LegalEdcenter,Legal Tracker,ONESOURCE Platform,Planner CS,Practical Law,Practice CS,ProLaw,RealLegal,Regulatory Intelligence,UltraTax CS,Virtual Office CS,West KM,Westlaw Advantage,Westlaw Canada,Westlaw Classic,Westlaw Correctional,Westlaw Edge,Westlaw Paralegal,Westlaw Precision,West Publisher,Workpapers CS,Onvio
  • Subject: User account
  • Audiences: Company,Firm,Customer Service,Product Support,In-house corporate counsel,Legal professionals,Tax professionals,Staff,Client