CS Professional Suite applications work together to automate your entire tax process, from initial information gathering to delivery of the final return. Here's how:
- Your firm uses GoSystem Tax RS to send web-based client organizers to individual clients.
- Your clients can complete the organizers and send them back to your firm.
- Next, organizer data flows into GoSystem Tax RS. Your firm reviews the organizer data and either accepts or rejects it. Accepted data transfers automatically to the tax return to minimize data entry.
- The tax return is quickly prepared and reviewed in GoSystem Tax RS using intuitive navigation, comprehensive review tools, and hyperlinked diagnostics.
- You're able to send the client and firm copy of the return to GoFileRoom, then to NetClient CS, and e-file the government copies of the return to complete a fully paperless tax workflow.
- You can use Practice CS to automatically track and record employee time at every step of the process and even bill your clients and collect credit card payments electronically through NetClient CS.
- Use Planner CS and ToolBox CS to work with the client to begin planning for the following year's tax return.
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