Practice Management Software for Professional Accountants

Practice CS is a comprehensive practice management system, designed to meet the needs of today's forward-thinking firms.

A proven product in its fourth year, Practice CS, offers standard time and billing features, but also provides a customizable advanced system that gives you real-time access to essential firm information, which is critical for efficient operation in today's uncertain business climate.

Lay a Solid Foundation with Advanced Practice Management

By combining the time savings and convenience of today's best technologies, seamless integration, paperless processing, and web-based tools, Practice CS provides valuable insight into every aspect of your practice—from firm billing detail to staff availability to client communications.

The result is increased profitability driven by efficiency and accelerated productivity.

Drive Efficiency with Digital Dashboards

Offering firm, staff, and client dashboards with real-time functionality, Practice CS serves as a central hub, where you can get up-to-the-second data on firm operations, staff projects, and client status—all in one place. With this knowledge, you can operate your firm at peak performance, making critical financial decisions and maximizing your efficiency.

Practice CS offers:

Customizable digital dashboards

Manage all the day-to-day details of your business from one convenient location.

Time and billing

Efficiently record time and expenses, bill clients with built-in flexibility features, and create customized invoices and statements.

Project management

Track firm projects and tasks from your desktop for complete control of workflow processes.

Client management

Closely monitor all client activity, including phone calls, email messages, billing, projects, deadlines, etc.

Staff management

Assign and manage projects based on staff skill-sets and availability.

Seamless data sharing

Take advantage of the seamless integration with the CS Professional Suite and Microsoft® Outlook® to ensure your firm operates at peak productivity.

Taking efficiency a giant step further, integration between CS Professional Suite programs enables data to be captured automatically and updated within Practice CS.

For example, if you are preparing a tax return in UltraTax CS, time and billing data is captured and updated automatically in Practice CS, saving your staff time and keeping all of your systems up to date. You and your staff no longer need to be concerned with entering information separately and risk overlooking billable time. The system integrates the entire workflow process to keep track of your data for you.

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