Practice CS Time and Billing
In this web demo, you’ll see how Practice CS offers so much more than just standard time and billing features and account receivables management. With the power of this truly customizable system, you get real-time access to essential firm information at your fingertips. You’ll see how you can:
Practice CS Modules
- Manage all of your day-to-day business details from a central location using convenient digital dashboards
- Record time and expenses with ease
- Enjoy faster accounts receivable turnover with paperless billing and credit card payment options
- Save time with seamless integration with CS Professional Suite and Microsoft® Outlook®
- Create customized reports for instant insight into your business that will support quick decisions
- Get on-the-go access to important Practice CS data from your Apple® iPhone®, iPad®, or iPod® touch using Mobile CS
In this web demo, you’ll see how to boost practice management productivity even more when you take advantage of Practice CS modules, including Project Management, Client Management, and Staff Management. You’ll see how you can:
Practice CS: The Complete Practice Management System
- Track and manage all of your projects, tasks, and deadlines for your firm
- Keep track of every client interaction and effectively monitor client activity
- Track comp time, accruable benefits, and holidays for your staff—and set target work hours, billable amounts, schedules, and much more
Most accounting firms have collected a series of time-consuming manual processes and stand-alone applications for processes like due date monitoring, scheduling, workflow and billing, and CPE tracking. Practice CS offers a way to replace these manual processes with a single, integrated platform that goes far beyond time and billing to redefine practice management. In this web demo, you will see how to:
Engagement CS - Workflow Management for Audits
- Save time with automated time and billing, accounts receivable, and reporting functionality
- Use easy contact management functionality to build better relationships and net more new business in less time
- Monitor the status of all in-progress or scheduled jobs from one place
- Replace manual spreadsheets with an innovative work queue system that stores each employee’s skill set and matches skills required for each task
This WebEx demonstration focuses on Engagement CS as the cornerstone of a successful paperless audit process. We will take a detailed look at the primary benefits of using Engagement CS as your critical trial balance and workpaper management tool, including:
CS Professional Suite Integration Web Demo
- Automated roll forward, integrated with PPC’s Checkpoint Tools and SMART Practice Aids.
- Simple yet robust trial balance functionality including importing, split-screen adjusting entries for real-time updating, and integrating trial balance information with your workpapers.
- Dynamic collaboration tools to ensure you can work efficiently as a team, no matter where you are working.
- Critical diagnostic reports and features to ensure all work is completed accurately and on time.
- Complete integration of the paperless workflow with FileCabinet CS and Practice CS.
- Key steps to ensure a smooth, successful implementation of your paperless system.
During this web demo, you'll see how advanced technology and sophisticated data sharing using the integrated programs in the CS Professional Suite will save you time with every step of your firm’s workflow. Plus you’ll gain practical tips you can use right now to save you time, boost profits, enhance service, and set your firm apart from the competition. You’ll see examples of how you can:
Managing your Tax Workflow with Practice CS
- Eliminate redundant data entry to save you hours
- Enhance communication within the firm to speed processing
- Deliver a unique and distinguishing level of service to clients
In this web demo, you’ll see how firm management can improve your tax workflow from start to finish. You’ll see how you can:
- Use Practice CS in order to track your company from a firm, staff or client level
- Manage your tax work in a seamless manner from collecting data to routing work to the delivery of the tax return
- Use UltraTax CS along with Practice to complete your tax returns in an efficient and paperless manner