Improve Productivity and Take Full Advantage of Your Software
Ensure that your UltraTax CS workflow and processes continue to run smoothly with professional recommendations and best practices.
UltraTax CS Product Optimization Consulting consists of:
- A remote pre-visit meeting to determine agenda and topics.
- A full one-day onsite visit from an experienced consultant to discuss your firm's specific needs.
- A list of key findings, along with professional recommendations to address them.
A variety of topics will be covred to meet your firm's specific needs, including but not limited to:
- Workflow Review – Review current processes, keeping best practices and ways to maximize ROI in mind. Identify and strengthen opportunities for consistency and standardization.
- System Administration – Review setup and permissions, including organizers and e-filing.
- Client Feedback – Listen to your feedback and experiences with UltraTax CS,
including program enhancement suggestions.
- Professional Summary & Recommendations – Summarize ways to optimize your
UltraTax CS software and process efficiency.
This program will keep UltraTax CS running at peak performance, ensuring that you're prepared to take on the next tax year with confidence.