Users of Thomson Reuters secure staff and client portals will soon find it easier to manage permissions, add clients, and work from tablet computers and other mobile devices thanks to a series of upcoming enhancements to the platform that supports NetClient CS client portals, SaaS for the CS Professional Suite, and Virtual Office CS.
Starting December 22, tax and accounting firms will be able to set up portals for multiple clients en-masse in just a few steps, modify permissions, and do other administrative work in less time, according to the company. The look and feel of the user interface has also been enhanced to bring it more in line with other Thomson Reuters tax and accounting products like Accounting CS and Practice CS, leveraging a dashboard scheme which allows for a more streamlined workflow and reduced learning curve for new users.
The new release also introduces new search and sort features and improved scalability that makes it easier for tax and accounting professionals to administer portals across large lists of staff and clients, even when they're not at a full-sized desktop computer.
"With these upgrades, we've addressed two key trends in the profession," said Scott Fleszar, vice president of Strategic Marketing for the Tax & Accounting business of Thomson Reuters. "One, portals are now an integral business workflow tool for tax and accounting professionals and their clients. Two, with the introduction of tablet computers and other devices, we can no longer assume that our users are working from a desktop PC. This release is tailored to those new realities, with streamlined administration and a more flexible interface that's friendly to touch technology, different screen sizes, and other changes in the computing landscape."
The enhancements will help to drive the continued success of Thomson Reuters web services offerings. Introduced in 2001, NetClient CS client portals now total approximately 375,000 as more tax and accounting firms deploy client portals to more of their clients to improve service, speed overall workflow, and drive a complete paperless process.
For more information about NetClient CS, SaaS for the CS Professional Suite, and other Thomson Reuters web services offerings, visit CS.ThomsonReuters.com/Web-Services.
About Thomson Reuters:
Thomson Reuters is the world's leading source of intelligent information for businesses and professionals. We combine industry expertise with innovative technology to deliver critical information to leading decision makers in the financial, legal, tax and accounting, healthcare and science, and media markets, powered by the world's most trusted news organization. With headquarters in New York and major operations in London and Eagan, Minnesota, Thomson Reuters employs more than 50,000 people and operates in over 100 countries.
The Tax & Accounting business of Thomson Reuters is the leading provider of technology and information solutions, as well as integrated tax compliance software and services to accounting, tax, and corporate finance professionals in accounting firms, corporations, law firms, and government. Headquartered in New York, Tax & Accounting has major operations in Ann Arbor, Dallas, Hyderabad, London, Sydney, and Toronto.