CS Professional Suite applications can work together to automate your entire business tax process. Here's how:
- Account balances in Accounting CS, Engagement CS, or Workpapers CS transfer directly into UltraTax CS, significantly reducing data entry.
- Engagement CS and Workpapers CS integrate trial balance and workpaper management for reviewing the return and assembling the support documents.
PPC/Checkpoint®/RIA
Did you know...that (depending on your subscription level) you can link to guidance and analysis using PPC Deskbooks™, RIA Research on Checkpoint, and more—directly from any input screen or form line item in UltraTax CS?
Contact PPC and RIA to learn more
- UltraTax CS automatically computes M-1 and M-2 adjustments.
- Simply review the return, make necessary adjustments, clear diagnostics, print to FileCabinet CS for secure storage, and electronically file.
- You can also exchange files in progress that are stored in FileCabinet CS and deliver finished returns to clients electronically using NetClient CS client portals.
- Practice CS automatically tracks and records employee time at every step of the process, and even bills your clients electronically and collects credit card payments through NetClient CS.
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.