CS Professional Suite applications work together to automate your entire tax process, from initial data collection through preparation, review, and delivery of the final return. Here's how:
- Your firm uses UltraTax CS to send web-based individual client organizers to NetClient CS individual clients through a secure, private portal on your website. For clients who require a different approach to the collection of their source documents, our Source Document Processing service is an excellent alternative.
- Your clients can complete the organizers, send them back to your firm, and attach supporting documents via their private NetClient CS portal.
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
- Next, organizer data flows into UltraTax CS. 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 UltraTax/1040 using intuitive navigation, comprehensive review tools, and hyperlinked diagnostics.
- In one pass, you're able to send the client copy of the return to NetClient CS, the firm copy to FileCabinet 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 projects and time through 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.
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.