Thomson Reuters Unveils New Mobile Tools at Annual Users’ Conference in San Diego

SAN DIEGO, Nov. 3, 2011—The Tax & Accounting business of Thomson Reuters today unveiled plans for a major expansion of its smartphone and tablet platform, firmly establishing mobile as an integral tool for the tax and accounting profession and opening new possibilities for in-the-field client service and remote connectivity to the office. Jon Baron, president, professional, Tax & Accounting, Thomson Reuters demonstrated the new mobile capabilities during the conference-opening address at the 31st Annual Users’ Conference for Professional Tax & Accounting firms, held in San Diego, California.

New Mobile CS functionality, coupled with enhancements to existing applications, will provide practitioners with access to key functions and data of the CS Professional Suite on iOS and Android mobile devices, giving them new power to share ideas, present finished documents to clients, and input data in the field.

Baron also previewed new mobile functionality for accounting firm clients and employees of accounting firm business clients. A firm-branded mobile app will enable end clients to access documents, enter time, view W-2 information, and perform a variety of other tasks on tablets, smartphones, and other mobile devices.

“With Mobile CS, we have delivered a fully featured mobile app for accounting firms,” Baron said. “Partners, managers, and staff alike can access critical firm and client data on the go, input time, make expense entries, and much more. We’re now working on the next frontier, which will provide accountants with a firm-branded app that they can offer to their clients and the employees of their business clients.”

Baron gave a live demonstration of capabilities that, starting in spring of 2012, will enable accounting firm clients and their employees to do more from a variety of iOS and Android mobile devices, including the ability to:

  • Increase firm marketing and messaging opportunities with a firm-branded mobile app
  • Allow employees of business clients to enter time and view check stubs and W2s, edit W-4 information, and more
  • Give clients access to NetClient CS portal information in a mobile-friendly format
  • Exchange files in progress instantaneously
  • Sign documents electronically
  • Present finished reports, tax returns, and other documents to clients
  • Automatically track mileage, time, and expenses
  • Manage and submit receipts using a mobile, photo-based system


Baron also unveiled Workpapers CS, a completely new engagement management system that builds upon the collaboration capabilities originally introduced in Accounting CS. Scheduled to launch in early 2012, Workpapers CS offers the first integrated workpaper management system that’s designed from the ground up to take full advantage of the cloud.


“The move to the cloud is one of the most far-reaching changes in technology, and it’s going to be especially valuable in data-intensive areas like engagement management,” Baron said. “The potential for time savings and efficiency gains is really unprecedented, and I think that will become apparent very quickly to firms that adopt Workpapers CS.”

Other product enhancements unveiled by Baron included new Practice CS functionality that enables direct integration of the firm’s practice management system with NetClient CS portals, new
Ultra Tax CS capabilities that improve productivity and flexibility in a multiple-monitor environment, and new Accounting CS security controls that allow firms to customize client access to financials, reports, and payroll setup areas.


The longest running professional conference of its kind, this year’s Users’ Conference follows more than three decades of growth since the event began in Fort Lauderdale, Florida in 1981. Over the years, the annual conference has evolved into one of the profession’s premiere venues for sharing insights, exchanging ideas, and gaining hands-on experience with the latest technology in the tax and accounting profession.

The conference also offers roundtable discussions and keynote presentations by profession leaders and motivation experts. This year’s roster of keynote speakers includes Baron; Allan D. Koltin, CEO, Koltin Consulting Group; and Walter Bond, motivational speaker and former NBA player.

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