Welcome Guest

Articles tagged: integration

The Place to Be for
Up-to-the-Minute Information

Read, share, and comment on the latest product information, support tips, thought leadership articles, and more. View the most recent articles here, or select a channel that interests you and check back daily for new additions!

Use Custom Tax Codes for Integration with UltraTax CS and GoSystem Tax RS

Set up custom tax codes to group like information when exporting client data to your tax application.  Find out how to set up codes

Integrate Your Accounting CS Data with UltraTax CS and GoSystem Tax RS

Minimize manual entry time by pulling your year-end account balances directly into your tax application.  Check out the simple steps

Updated Tax Codes Are Available for Integration with 2014 Tax Applications

Tax codes for Accounting CS, Workpapers CS, Write-Up CS®, and Trial Balance CS® have been updated for integration with the 2014 versions of UltraTax CS® and GoSystem® Tax RS.  Learn more about the new tax codes

Preparers Can Now Send Schedule K-1 Packages via Email

You can now send Schedule K-1 packages via email from UltraTax CS directly to shareholders, partners and beneficiaries. Read more about this exciting enhancement

In Praise of Document Management Software

Is your firm using document management software? If not, maybe it's time to give it a closer look. Five good reasons why

UltraTax CS Users: Be Our Guest at a CS Professional Suite Integration Seminar

You're already using UltraTax CS for smoother, faster tax prep. Now's your chance to take your workflow to the next level. Check out the seminar schedule

New Integration Between UltraTax CS, AdvanceFlow Caters to Large Firms

Convergence of cloud-based applications opens new possibilities for multi-office processing. Read the press release

Importing Journal Entries from Fixed Assets CS

Accounting CS and Workpapers CS enable you to import journal entries from Fixed Assets CS. Learn how

ToolBox CS and Accounting CS icons

Importing Amortization Schedules from ToolBox CS or TValue into Accounting CS

Accounting CS enables you to import amortization schedules created in ToolBox CS or TValue to generate vendor payments for a specified time frame. Learn how

Workpapers CS icon

Using Source Document Processing with Workpapers CS

Source Document Processing is an optional, fee-based service that automatically labels and sorts client source documents into the correct folders in Workpapers CS or FileCabinet CS. Learn how to use it