NetClient CS is Thomson Reuters’ client portal for CS Professional Suite: clients sign in to send and receive documents and tax returns (Thomson Reuters, seen October 28, 2026). If you are looking for an alternative, the choice is not “stay in CS Professional Suite or move your whole back office.” Liscio works alongside the systems you already run.
Liscio connects your firm and your clients, and does the admin work in between.
You keep UltraTax CS. You keep your storage. Liscio adds the client side on top: organizers (this season, built from the prior-year Form 1040 for individual returns), requests, messages, deliveries and reminders.
Check that on your own file before you read further: test one of your prior-year returns on liscio.me. It needs a computer-generated return PDF, not a scan.
What NetClient CS is
Here is what Thomson Reuters’ own pages say, all seen October 28, 2026:
- A client portal. “Client portals for accountants, offering 24/7 online access to your services.” Clients “send and receive personal financial documents and tax returns” (product page).
- Modules. The module list includes Document Presentation, File Exchange, Web Organizer, Employee Self-Service (check stubs, W-2s and W-4 information), Remote Payroll Entry with Accounting CS, and Virtual Client Office, which gives clients remote access to FileCabinet CS and Microsoft Office (module overview).
- UltraTax CS. Sending UltraTax CS returns or organizers to NetClient CS creates a portal for the client if one doesn’t exist (UltraTax CS help).
- Mobile. The product page links to client apps on the App Store and Google Play (product page).
- Price. The product page lists no price and offers a “Contact sales” form. “The NetClient CS portal service is billed on a monthly basis” (Practice CS help), and web services invoices are billed in arrears (Virtual Office CS help).
- End date. None of these pages announces an end date for NetClient CS.
Why firms are asking now
FileCabinet CS support ends after December 31, 2027 (Thomson Reuters FileCabinet CS help, seen October 28, 2026). If your clients reach FileCabinet CS through NetClient CS’s Virtual Client Office, the two decisions are linked. The FileCabinet CS end-of-life guide covers the storage decision.
Three questions to put to your Thomson Reuters rep, with the answers in writing:
- If your clients reach FileCabinet CS through Virtual Client Office, what happens to that access after December 31, 2027?
- If a Windows update stops FileCabinet CS from working after December 31, 2027, will Thomson Reuters fix it, and what happens to the documents your clients reach through Virtual Client Office?
- What does NetClient CS cost at your portal count, and how do you export client documents if you leave?
One question for your insurance broker: does your cyber policy cover a breach involving software that no longer gets security fixes? FileCabinet CS end-of-life risks covers the insurance and Windows questions in more detail.
NetClient CS and Liscio side by side
| NetClient CS | Liscio | |
|---|---|---|
| What it is | Client portal for CS Professional Suite | The admin layer between firm and client |
| Tax software | UltraTax CS sends returns and organizers to the portal | Reads any computer-generated return (not a scan): UltraTax CS, CCH ProSystem fx, CCH Axcess, Lacerte, ProSeries, ProConnect, Drake and others |
| Organizers | Web Organizer module | This season, built from the client’s prior-year Form 1040 (individual returns) |
| Chasing clients | Not covered on the pages cited | Automatic email and text reminders for tasks, requests and Smart Tax Organizers |
| Mobile | Client apps on the App Store and Google Play | iOS and Android apps for clients and for firms |
| Payroll and remote access | Employee Self-Service, Remote Payroll Entry, Virtual Client Office | Not what Liscio does |
| Price | Not published; portal service billed monthly | File Intelligence plan $19 / user / mo, or Liscio Platform $49 / user / mo, billed annually, per user. The $19 plan covers File Intelligence and document management, not the portal, e-signatures, organizers or document request lists |
NetClient CS column: the Thomson Reuters pages linked above, seen October 28, 2026. Liscio column: liscio.me/pricing and the product pages linked below.
If your clients use NetClient CS for payroll stubs or remote desktop access, keep that in mind: Liscio doesn’t replace those modules.
What you keep
Your tax software. Liscio reads the return itself, so it works with any tax software that produces a computer-generated return. A scan won’t do; it needs the PDF the software produced.
Your print habit. For UltraTax CS, CCH ProSystem fx, CCH Axcess, Lacerte, ProSeries, ProConnect and Drake, set a Liscio folder as the print destination once, then print returns to it with no upload or download. Each return arrives in your FileConnect queue, where you route it to create an organizer (this season, from a prior-year Form 1040 for individual returns) or a delivery. FileConnect requires Microsoft 365.
Your storage. Keep using SharePoint, OneDrive, Google Drive or Box through Liscio’s integrations, or use Liscio’s own folders. None of it is a rip-and-replace.
Your review step. Liscio suggests the name, the client and year, and the folder for each document. Your team reviews before anything is filed.
What Liscio adds on the client side
Organizers built from last year’s return. This season, organizers are built from the client’s prior-year Form 1040, for individual returns. Liscio reads that 1040 and builds the document request list from it: the W-2, the 1099-NEC, the K-1 and the rest of what last year’s return says to ask for. How Liscio tax organizers work.
Reminders your staff don’t send. Liscio sends automatic email reminders for tasks, requests and Smart Tax Organizers, and text reminders too. Text reminders carry “Reply STOP to opt-out.” You can also remind a client with one click.
Apps on both sides. Liscio has iOS and Android apps for clients and for firms.
Weighing Thomson Reuters’ other cloud option? See Onvio alternatives for accounting firms.
Test it on your own file
- Print a prior-year 1040 from UltraTax CS to PDF.
- Drop it in at liscio.me.
- Compare the document list Liscio reads from it with the organizer you sent that client last year. This season’s organizers cover individual returns (Form 1040).
File Intelligence is math, not AI. You don’t have to take it on trust: run your own return through it.
If the list holds up, book a live demo and see it on your firm’s workflow.
Also see the best FileCabinet CS alternatives and more on switching systems.