The applications and services of the CS Professional Suite are designed to work seamlessly together as an integrated system. Whether you choose just a few applications or an entire suite, your products share information and automate workflow that can increase your firm's efficiency and profitability—and raise the level of service for your clients.

Here's an example of an integrated workflow process using the CS Professional Suite:

1. Source data entry begins in your clients' business offices with Accounting CS Client Access, which allows your clients to view financial data, enter transactions, and perform everyday functions like check writing and payroll online in real time.
2. Your clients' data is immediately available to you in your Accounting CS software, because you take advantage of the web to share the same database. The data can be used across all functions in Accounting CS, including trial balance, payroll, financial reporting, and more.
3. At this stage, the full power of an integrated workflow becomes apparent. Because your data is available in multiple applications, you can dramatically reduce data entry. For example, you can use Accounting CS to process your clients' live and after-the-fact payroll and then create financial statements—as well as W-2s, 1099s, and year-end balance data that can all be transferred directly into UltraTax CS at tax time.
4. Once you've completed your clients' tax returns, reports, and other deliverables, you can post them to secure, private NetClient CS client portals, where your clients can access them anytime and from anywhere—without having to contact you. On your end, all documents and data are stored securely in FileCabinet CS or GoFileRoom.
5. You can use Practice CS to manage employees and resources at every step of the process and even invoice clients and collect credit card payments directly through the NetClient CS client portal.

By taking advantage of the built-in paperless capabilities across the suite and our proven web services offerings, your firm can benefit from end-to-end paperless workflow that extends all the way to your client.

You can do all these things anytime, anywhere with our powerful cloud computing options, Virtual Office CS, or SaaS (Software as a Service) for the CS Professional Suite, and our mobile apps.

Contact Us

Our experts are happy to help you build exactly the solution you need. To get started, call us at 800.968.8900, or contact us online.