This glossary is designed to help accounting firms, CPAs, and tax professionals clearly understand the technical terms commonly used in Thomson Reuters cloud hosting environments.
Whether you’re hosting applications like Accounting CS, UltraTax CS, Practice CS, Fixed Assets CS, or FileCabinet CS, you’ll often come across infrastructure, security, performance, and compliance-related terms that can feel overly technical or confusing. This glossary breaks them down into simple, practical explanations—so you know exactly what they mean and why they matter to your firm.
Our goal is to make cloud hosting terminology easy to understand, quick to reference, and relevant to real-world accounting workflows—not just IT jargon.
Core Product Names
Accounting CS
Core accounting software used by firms for trial balance, financial statements, payroll, and accounting workflows.
Engagement CS
Engagement and audit management software for organizing workpapers, procedures, and reviews.
FileCabinet CS
Document management system used to store, organize, and retrieve firm and client files digitally.
Fixed Assets CS
Application used to manage fixed assets, depreciation schedules, and disposal reporting.
GoFileRoom
Cloud-based document storage and workflow platform for tax and accounting firms.
GoSystem Tax RS
Enterprise-level tax compliance software designed for large firms and multinational organizations.
NetClient CS
Secure client portal that allows firms to share documents, collect data, and collaborate with clients.
NetFirm CS
Web-based platform used to build firm websites and connect online presence with CS applications.
Practice CS
Practice management software for tracking time, billing, workflow, due dates, and firm productivity.
Planner CS
Planning and checklist tool used to manage engagement tasks and firm workflows.
ToolBox CS
Utility suite providing supporting accounting and diagnostic tools across CS applications.
UltraTax CS
Professional tax preparation software for individual, business, and specialty tax returns.
Workpapers CS
Workpaper creation and review software that integrates with Accounting CS and Engagement CS.
Corporate Tax & Compliance Solutions
ONESOURCE
Enterprise tax platform designed for global tax compliance, reporting, and planning.
ONESOURCE Indirect Tax
Solution for managing sales tax, VAT, GST, and use tax across multiple jurisdictions.
ONESOURCE State Apportionment
Tool used to calculate state tax apportionment for complex, multi-state businesses.
ONESOURCE Tax Provision
Corporate tax provision software that automates income tax calculations and reporting.
Hosting & Cloud Terms
Cloud Hosting
Environment where Thomson Reuters applications run on remote servers instead of local machines.
Cloud Migration
Process of moving Thomson Reuters software and data from on-premise systems to the cloud.
Dedicated Server Hosting
Hosting model where a firm receives an isolated server for better performance and control.
Hosted Desktop Environment
Virtual Windows desktop that allows users to access all Thomson Reuters applications remotely.
Low-Latency Hosting
Hosting infrastructure optimized to reduce lag and improve application speed.
Private Cloud Hosting
Cloud environment reserved for a single firm, offering enhanced security and customization.
Shared Cloud Environment
Hosting setup where multiple firms share server resources.
Thomson Reuters Hosting
General term for accessing Thomson Reuters applications through a cloud-based environment.
Third-Party Hosting Provider
Independent cloud company that hosts Thomson Reuters software outside of TR’s own platform.
Virtual Office CS
Thomson Reuters’ cloud platform that hosts CS applications in a Citrix-based environment.
Integration & Utility Terms
API Integration
Method of connecting Thomson Reuters software with third-party applications.
Automated Data Flow
Automatic movement of financial and client data between CS applications without re-entry.
CS Connect
Built-in communication tool used to download updates, transmit returns, and sync licenses.
Credential Management
Centralized login and authentication system for accessing multiple TR applications.
Document Management
Process of organizing and retrieving firm documents using FileCabinet CS or GoFileRoom.
Integration
Data-sharing capability between Thomson Reuters applications such as UltraTax CS and Accounting CS.
Firm & Client Tools
Client Portal
Secure online space where clients can upload, download, and review documents.
Engagement Management
Tracking and managing client engagements, tasks, and deadlines within the firm.
Firm Dashboard
Centralized view displaying firm productivity, deadlines, billing, and client activity.
Payroll Module
Payroll processing functionality integrated within Accounting CS.
Trial Balance
Summary of all ledger account balances used for accounting and reporting.
Performance & Reliability Terms
Load Balancing
Distribution of user activity across servers to maintain consistent performance.
Peak Season Performance
Hosting optimization designed to handle high workloads during tax season.
Resource Allocation
Assignment of CPU, RAM, and storage resources for optimal application performance.
Session Persistence
Ensures users stay connected without frequent disconnections.
Uptime Guarantee
Commitment that hosted systems remain accessible for a defined percentage of time.
Security & Compliance Terms
Automated Backups
Scheduled backups that protect data from accidental loss or corruption.
Data Encryption
Protection of data while stored and during transmission using encryption methods.
Disaster Recovery Plan (DRP)
Strategy to restore systems and data after outages or cyber incidents.
Firewall Protection
Network security system that prevents unauthorized access.
IRS Publication 4557 Compliance
Security guidelines for safeguarding taxpayer information.
Multi-Factor Authentication (MFA)
Additional security step requiring more than a password to log in.
Ransomware Protection
Security measures designed to prevent or recover from ransomware attacks.
SOC 2 Compliance
Industry standard ensuring proper data security and system controls.
Access, Login & User Management
Concurrent User Access
Multiple users accessing the same application simultaneously.
Remote User Access
Ability for staff to access applications outside the office network.
Role-Based Access Control (RBAC)
Security method that limits access based on user roles.
Single Sign-On (SSO)
One login credential used to access multiple applications.
User Licensing
Assignment of named or concurrent licenses to firm users.
Common CPA & Firm Search Terms
Compliance-Ready Hosting
Hosting environment designed to meet regulatory and security requirements.
IT Outsourcing for CPA Firms
Using hosted solutions instead of managing internal IT infrastructure.
Multi-Office Firm Access
Centralized system access for firms operating from multiple locations.
Tax Season Readiness
Hosting preparation for high-volume filing periods.
Work-From-Anywhere Accounting
Remote access to accounting software for distributed teams.
Support & Management Terms
24/7 Technical Support
Round-the-clock assistance for hosted Thomson Reuters applications.
License Management Support
Help with setting up and maintaining Thomson Reuters licenses.
Managed Hosting Services
Hosting provider handles updates, monitoring, security, and backups.
Patch Management
Automatic installation of software updates and security fixes.
This glossary is meant to simplify the language of cloud hosting—but every accounting firm’s setup is different. If you’re unsure how a specific term applies to your Thomson Reuters applications or CS Professional Suite, user count, security needs, or performance requirements, getting expert guidance can save time and avoid costly mistakes.
At OneUp Networks, we specialize in hosting Thomson Reuters applications on secure, high-performance cloud infrastructure designed specifically for CPAs, accounting firms, and tax professionals in the U.S.
If you’d like help choosing the right hosting setup—or want a clear explanation of how these terms apply to your firm—our experts are always happy to help.
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