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UltraTax CS

2009 Tax Return Workflow Tools - Featuring UltraTax CS

Interested in how to provide a higher level of service to your clients while simultaneously increasing your efficiency? Attend this course and learn about the advanced workflow tools for preparing, reviewing and delivering tax returns: Online Web Organizer processing, Scanned source documents integrated into Source Data Entry and UltraTax CS, Delivering the client's source documents and tax return online via NetClient CS, and providing on-line bill pay through Practice CS. Those attending need to have a basic understanding of UltraTax CS. No advanced preparation is required for this course. The Virtual Classroom requires a high-speed Internet connection.

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During this course you will see how to:
  • Use online tools for organizer processing and delivery of the finished tax return.
  • Scan your source documents and watch powerful software tools automatically organize and label the documents, deliver them back to the client online and populate the tax return.
  • Advanced integration features with Write-Up CS and Trial Balance CS.
  • Advanced Datasharing tips to shorten data entry time.
  • Marry your tax return processing in UltraTax CS with Practice CS to gain efficiency through program integration.
  • Provide your clients an on-line bill pay option through Practice CS.
No advanced preparation is required for this course. The Virtual Classroom requires a high-speed Internet connection.

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