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Simple Workflow for Complex Processes

Workflow

Our integrated systems are designed to work together seamlessly, allowing every task to flow efficiently from start to finish and eliminating redundant work. The CS Professional Suite can be configured to streamline every service your firm offers to save you time, boost profits, and strengthen client relationships. You can also check out our Product Catalog for a detailed view of our workflow stories.

The Integration Story

The Integration Story

A broad overview of the CS Professional Suite and how its applications and services work together

Individual Tax Workflow (UltraTax CS)

Individual Tax Workflow (UltraTax CS)

1040 tax workflow using UltraTax CS

Business Tax Workflow (UltraTax CS)

Business Tax Workflow (UltraTax CS)

Business tax workflow using UltraTax CS

Individual Tax Workflow (GoSystem Tax RS)

Individual Tax Workflow (GoSystem Tax RS)

1040 tax workflow using GoSystem Tax RS

Business Tax Workflow (GoSystem Tax RS)

Business Tax Workflow (GoSystem Tax RS)

Business tax workflow using GoSystem Tax RS

Business Services Workflow (General Ledger and Trial Balance)

Business Services Workflow (General Ledger and Trial Balance)

Accounting workflow using Accounting CS

Business Services Workflow (Paperless Payroll)

Business Services Workflow (Paperless Payroll)

Payroll workflow using Accounting CS Payroll

Audit Services

Audit Services

Audit workflow using Engagement CS

Firm & Workflow Management (Practice CS)

Firm & Workflow Management (Practice CS)

Firm & workflow management using Practice CS

Firm & Workflow Management (FirmFlow)

Firm & Workflow Management (FirmFlow)

Firm & workflow management using FirmFlow