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The Ideal System to Handle Annual Engagements with Maximum Efficiency

With Trial Balance CS, you can:

  • Sort data to get the trial balance information you need—displayed the way you want to see it
  • Customize financial statement formats to meet your clients' various reporting needs
  • Record journal entries on one screen and instantly view their effects on the trial balance view using the helpful split-screen view
  • Design and print a complete professional presentation, including footnotes and table of contents, using the flexible financial statement editor

Seamless Integration Saves You Precious Time

Trial Balance CS was developed to integrate with CS Professional Suite® products, so data and balances entered in one product flow seamlessly to the others. Trial Balance CS integrates with:

  • Write-Up CS™—Information and financial statements created in Write-Up CS is automatically available for trial balance analysis with no additional data entry required.
  • UltraTax CS™—Seamlessly transfer trial balance data to UltraTax CS or GoSystem® Tax for significant time savings. And, if you make changes in UltraTax CS, the data also changes in Trial Balance.
  • FileCabinet CS™—This powerful document management system will store work papers, financial statements, and tax returns and allow instant access to retrieve documents and print or email them.
  • And is a component of Engagement CS™, a paperless engagement management program.
Trial Balance main screen

The ultra-flexible Trial Balance CS main screen allows you to see the trial balance view and record journal entries right on the same screen, so you can see the effects of your entries instantly.

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Workflow Integration

Trial Balance CS

Enhance your accounting workflow with: