Update firm name information

Has your firm name, address, or phone number changed? If so your firm's designated Licensee can review and submit changes via the My Account page on our website. Who is a Licensee?

The Thomson Reuters – Tax & Accounting Business (Thomson Reuters) uses certain roles to define the relationship between Thomson Reuters and its Clients for Software products, such as the role of Licensee. The Licensee serves as account administrator and has legal right to the Client data entered in the software. A Licensee is responsible for managing the Client relationship with Thomson Reuters, including notifying Thomson Reuters of any firm demographic or name changes, managing security requirements, and responsibility for data entered in the software.

Requesting changes to your firm name

To submit a request for changes, as the Licensee, complete the steps below.

  1. Visit the My Account page on our website and log in to your CS Web account.
  2. Click the Manage Firm link in the My Firm section to open the Firm Information page. Show me.
  3. Enter your new name and click Save Changes to submit your changes. Before saving changes to address information, mark the applicable checkboxes for the change of address. Show me.
    Save Changes
  4. On the confirmation screen the requested changes submitted appear as pending change, please allow 24-48 hours for us to review your request. You will receive a confirmation email after your request has been reviewed with additional instructions. Show me.
    Pending Change

The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.

Internal notes

If an Onvio Tax firm is having the name updated, send an email with the firm ID and new name to Derek Day and Naga Akveti to have the name updated. Updates will take up to 24 hours to process and the name will be updated without the customer making further changes. The CS Representative is responsible for communication between the customer and the Onvio platform team.

Internal Employees: Submit HHTC feedback

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