White Papers

SaaS in the Tax and Accounting Industry

This white paper discusses the excitement about SaaS and offers important information to help determine if SaaS is the right direction for your firm. You'll learn what SaaS is, the benefits a SaaS platform brings, the factors to consider, the questions to ask, and the additional resources to review before making an educated decision.

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Best Practices for Deploying Engagement CS in a Fieldwork Environment

The built-in collaboration tools in Engagement CS enable field staff to work simultaneously to complete engagements quickly. This white paper addresses key factors firms should consider before implementing Engagement CS in the field in order to achieve maximum workflow efficiency.

See also: Engagement CS

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Best Practices for Implementation and Setup of Practice CS in Small and Medium-sized Firms

This white paper provides detailed insight into recommended best practices for implementation of Practice CS, along with additional issues to consider prior to setting up this system for your firm. It can also benefit current users of Practice CS.

See also: Practice CS

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Implementing the Paperless Office

Best Practices offers a comprehensive, detailed look at how firms just like yours can move into the efficient world of paperless processing. It also offers information on using developing technologies to remain competitive in a rapidly changing profession.

See also: FileCabinet CS

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The Great American Payroll Opportunity

Written for accounting firms that may be considering payroll as an avenue to increased profits and overall firm growth, the paper outlines what the American payroll opportunity is all about, why it exists, and the keys to taking advantage of the payroll business.

See also: Payroll CS

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Selecting a Scanner for Use with the CS Professional Suite

This white paper will provide some background on scanner basics and help you understand key factors in dealing with various scanners.

See also: FileCabinet CS, Engagement CS

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