Practice CS (definition)

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Practice CS is an advanced practice management system designed specifically for accounting professionals. Bringing advanced technology to your firm's individual workflow processes, it provides a completely customizable practice management system. With real-time functionality, it makes it easy to get an up-to-the-minute look at staff workflow, client status, or firm information at a glance.

Practice CS offers all of the following:

Notes

  • Use the File Locations tab of the Setup > User Preferences dialog to specify the folder locations for your other CS Professional Suite products such as Practice CS.
  • To create an XML file of your CSA client list for subsequent import into Practice CS, click the Practice CS button within the Populate CS Applications group box on the Miscellaneous tab of the Help > Repair dialog within CSA.

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