Practice Management
Practice CS offers the ultimate in practice management
with customizable "digital dashboards" that display all your firm, staff, and
client information in one centralized location. Integration between Practice CS and
the CS Professional Suite Accounting products
means you can automatically capture every billable minute and easily produce
invoices. The Practice Management module tracks
every project and task, and the Client Management
module records every detail of client activity.
Client Accounting
A seamlessly integrated firm begins in your client's office with Client Bookkeeping Solution (CBS), our client accounting
software. CBS is easy-to-use software that's perfect for your clients' day-to-day
bookkeeping and ensures that you always maintain complete control of your client's
accounting processes.
At period-end, the client's CBS data transfers seamlessly into Write-Up CS—so you can produce reports, customized
financial statements, and payroll tax forms in just minutes. CBS also enables you
to import client data into Write-Up CS from a variety of other sources, such as
QuickBooks Pro® and Peachtree®.
Write-Up
Designed specifically for practicing accountants who serve multiple clients with
wide-ranging needs, Write-Up CS provides the power to easily
customize financial statements and set up new clients. Write-Up CS also handles
after-the-fact payroll processing, in-depth account analysis, and provides a
platform for you to offer valuable consulting services. Because Write-Up CS shares
data with UltraTax CS, you can complete more returns in
less time. With Write-Up CS, you can also provide your clients with hassle-free
payroll processing by seamlessly integrating data with Payroll
CS, plus you can help clients make sound decisions by comparing their data to
that of similar businesses in Financial Analysis
CS.
Payroll
Offering live payroll services is an effective way to strengthen client
relationships, and our integrated systems make it simple. Payroll CS combines comprehensive stand-alone payroll
capabilities, timesaving Internet options, and turnkey processing to offer the most
advanced tool for administering client payroll services—without additional
resources. It's even possible to achieve a totally paperless payroll because
payroll data flows directly back to Write-Up CS and, at
tax time, W2 and 1099 data transfer seamlessly to UltraTax
CS.
Trial Balance
For engagements where you don't need a full write-up product, you can use Trial Balance CS to make adjusting entries, create
account groupings, and perform account analyses. The flexible and efficient
features of Trial Balance CS make handling annual engagements fast and easy. And
updated trial balance data is shared directly with UltraTax
CS—no additional data re-entry required.
Engagement Management
Engagement CS is the centerpiece of the CS
Professional Suite with trial balance and paperless workflow management for all
types of professional engagements. It provides seamless integration with every CS
Professional Suite application, as well as with PPC's SMART Practice Aids, RIA research on Checkpoint®, and Microsoft® Office®.
Unique, powerful integration with other CS Professional Suite applications enables
you to import journal entries from Fixed Assets CS;
transfer tax balances and/or adjustments back and forth with UltraTax CS or GoSystem Tax RS;
transfer client financial results to Financial
Analysis CS for benchmarking analysis against peer and industry standards; and
import, review, and manage reports from all CS Professional Suite applications.
Tax Preparation
At tax time, account balances from Write-Up CS, Trial Balance CS, and Engagement
CS transfer directly into UltraTax CS tax preparation
software, allowing you to complete an 1120 return in just ten minutes—without
having to key in any data! UltraTax CS also automatically computes M-1 and M-2
adjustments so all you have to do is review the return and make necessary
adjustments. W-2 and 1099R year-end information from Write-Up
CS and Payroll CS transfers directly to UltraTax CS,
significantly reducing tax preparation time. And UltraTax CS integrates with the
expert information you need in the many PPC guidance and RIA research products.
Fixed Asset Management
Intuitive navigation, flexible sorting options, powerful calculations, and robust
reports are just some of the features that make Fixed
Assets CS one of the most powerful and easy-to-use fixed asset management
systems available. When you use Fixed Assets CS for fixed asset management
throughout the year, your asset information will be instantly available in UltraTax CS when you need it for tax season—without
having to import or enter data.
Digital Document Management
All your CS Professional Suite documents can be printed directly to FileCabinet CS, our innovative digital document
management system, for quick and easy retrieval on your computer. The program
files documents automatically in the appropriate folders, making it easy to enjoy
the countless time- and money-saving benefits of the paperless office. And thanks to
our deep level of software integration, you can access your FileCabinet CS client
documents immediately for review or email, without leaving your CS Professional
Suite software.
Web Services
The advanced web services available in the CS Professional Suite provide
unmatched service levels for your clients, and unparalleled productivity for your
firm.
- NetClient CS password-protected private portals
enable your clients to enter payroll data (using Payroll
CS), make monthly transaction data available to you instantly (using CBS), send you their tax data (using UltraTax CS), and access selected financial documents
at any time, from any location, via your website.
- Web Builder CS allows you to easily design and
maintain a website that serves clients and enhances your professional image
with an extensive library of pages, images, and text—all designed
specifically for the tax and accounting profession.
- Virtual Office CS gives you anytime-anywhere
access to your CS Professional Suite and Microsoft Office software and client
data using the power and convenience of the Internet. NetStaff CS provides you
with firm-wide intranet capabilities so you can communicate information, share
important files, and make all of your CS Professional Suite and Microsoft
Office software available via secure, password-protected employee portals that
your staff can access 24/7 from any Internet connection.
Now you can see how Thomson Reuters' extensive breadth of products and unique
system-wide integration allow you to achieve productivity gains simply not possible
with any combination of stand-alone software. To learn how your firm can use the
power of integration to save time and effort, contact us at
800.968.8900.
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TAX & ACCOUNTING
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