Videos
Why Payroll CS?
Our informative video will give you a quick overview of Payroll CS and show you how it takes payroll processing to a whole new level—making it a highly profitable and easy-to-implement service offering. Length: 6:58
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Why Write-Up CS?
In this quick and informative overview, you'll see how Write-Up CS can save you time and effort and help you grow your practice. Length: 5:40
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See It in Action: Client Bookkeeping Solution (CBS)
Client Bookkeeping Solution (CBS) enables you to provide your clients with easy-to-use software that you customize for their day-to-day bookkeeping and check writing. It also enables you to import client data from a variety of other sources. CBS See It in Action Videos show how easy it is to customize your clients' CBS software to both your clients' and your firm's needs and how you can use it to streamline data entry, improve monthly turnaround and save time using the web-hosted version of CBS.
Use the links below to watch videos on the following topics:
1. Hosted CBS Benefits
Experience the convenient CBS web-hosting option for firms and clients.
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2. Accounts Payable
See how easily your clients can track amounts owed and amounts paid to vendors with CBS.
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3. CheckWriter
Enable clients to automate their check writing and daily bookkeeping activity.
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4. Paycheck
Enable clients to process their payroll and print checks including gross pay, withholding, net pay and more.
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5. Security Control
Set up security features in CBS.
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6. Accountant's Assistant
Import client data from a variety of sources for speedy processing.
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7. Accountant's Assistant – QuickBooks Import
Use Accountant's Assistant to easily import clients' QuickBooks data.
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Schedule a Web Demo
Sign up for an in-depth look at CBS in our live demo, conducted by our technical product specialists.
Schedule now
Contact Us
Whether you have a question, concern, or just a comment about our products, we want to hear from you.
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See It in Action: Payroll CS
Payroll CS See It in Action Videos enable you to see how easy it is to provide highly-valued payroll services to your clients. You'll view first-hand some of its unique, timesaving features for reporting and payroll tax processing, and also see the ease with which you can set up a totally paperless payroll process, eliminating substantial data entry at your end and offering clients the ultimate in convenience.
Use the links below to watch videos on the following topics:
1. Flexible Reporting
Build reports from templates and the variety of options for creating custom reports. Length: 2:05
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2. Global Processing of Tax Forms
Batch process 940s, 941s, W-2s, 1099s, and other payroll tax forms on one screen. Length: 1:04
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3. Timesaving Setup Options
Use employee templates, transfer client information, and perform data conversion (employee spreadsheet import) to get started quickly. Length: 1:38
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4. Remote Payroll/Remote Check Printing
Implement web-based, paperless payroll convenience for payroll clients. Length: 2:05
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5. Web Employee
Extend portal capabilities to employees of your payroll clients. Length: 1:10
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Schedule a Web Demo
Sign up for an in-depth look at Payroll CS in our live demo, conducted by our technical product specialists.
Schedule now
Contact Us
Whether you have a question, concern, or just a comment about our products, we want to hear from you.
Contact us online
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See It in Action: Trial Balance CS
Trial Balance CS is the ideal system to handle annual engagements with maximum efficiency. Our See It in Action Videos will show you how easy it is to import data from spreadsheets and Quickbooks, to set up trial balance data for the tax return, to create customized financial statements with ease, and more.
Use the links below to watch videos on the following topics:
1. Grouping Schedules and Analytical Reporting
Group accounts in trial balance and general reports to streamline the review process. Length: 1:15
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2. Flexible Interface
Use custom views and split screen data entry. Length: 1:17
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3. QuickBooks Import
Capture data directly from QuickBooks for simplified year-end processing. Length: 1:34
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4. Financial Statement Creation
Customize financial statements with ease using the extensive Financial Reporter options. Length: 1:18
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5. Spreadsheet Import
Import trial balance data directly from spreadsheets. Length: 1:45
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6. Tax Coding, Reporting, and Other Tools
Shortcut tax processing with helpful tools. Length: 1:55
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Schedule a Web Demo
Sign up for an in-depth look at Trial Balance CS in our live demo, conducted by our technical product specialists.
Schedule now
Contact Us
Whether you have a question, concern, or just a comment about our products, we want to hear from you.
Contact us online
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See It in Action: Write-Up CS
Write-Up CS See It in Action Videos will give you quick insight into the key
functionality of this technologically advanced write-up program. In a few short
minutes, you'll experience some of the many powerful features that can help you
provide customized accounting services for any type of client and offer value-added
analytical services to grow your practice.
Use the links below to watch videos on the following topics:
1. Bank Statement Import
Automate the bank reconciliation process and retrieving client files directly from banks.
Launch video
2. Reporting
Build a variety reports using the versatile Financial Reporter.
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3. Payroll Compliance Module
Get set up with employee templates to process payroll forms with ease.
Launch video
4. Client Setup (Data Sharing)
Transfer client information with ease using convenient industry templates.
Launch video
Schedule a Web Demo
Sign up for an in-depth look at Write-Up CS in our live demo, conducted by our technical product specialists.
Schedule now
Contact Us
Whether you have a question, concern, or just a comment about our products, we want to hear from you.
Contact us online
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