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December 2, 2011

Thomson Reuters — NetClient CS Portals

800-968-8900 www.cs.thomson.com   2012 Overall Rating 5 Best Fit Firms using other programs in the Thomson Reuters CS Professional Suite, particularly those using the document management and tax programs. Strengths Customizable firm branding and integration of login on firm website Two-way firm/client sharing and collaboration Broad integration with programs in CS Professional Suite Ability to... Read more »

Isaac M. O'Bannon

800-968-8900

www.cs.thomson.com

 

2012 Overall Rating 5


Best Fit

Firms using other programs in the Thomson Reuters CS Professional Suite, particularly those using the document management and tax programs.

Strengths

  • Customizable firm branding and integration of login on firm website
  • Two-way firm/client sharing and collaboration
  • Broad integration with programs in CS Professional Suite
  • Ability to offer clients online access to productivity programs (Word, Excel)
  • Dependable hosting, security and uptime

Potential Limitations

  • Designed for use with other Thomson Reuters CS Professional Suite programs

 

Summary & Pricing

Thomson Reuters was among the first to realize the potential for portals to enhance the firm-client relationship, and leads in developing innovative uses for the system. With the ability to offer clients extensive access to applications and documents, NetClient CS portals and the integrated programs in the CS Professional Suite combine to provide outstanding collaboration and client service. The system is at its best when used alongside the CS Professional Suite. The portals are sold in bundles of 1,000 for $175 per month, giving firms the ability to offer them to their entire client base, or those who want them, without relying on a per-portal pricing method.

 

Firm User Experience 5

Client User Experience 4.75

Portal Capabilities 5

Technical Aspects 4.75

Help/Support 5

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