Click the links below to view video demonstrations of various processes.

All CS Professional Suite applications

Video: CS Professional Suite: Downloading applications from our website (approx. 3 minutes)

Practice CS

Video: Billing a client with no WIP (approx. 2.5 minutes)

Video: Completing projects in Practice CS by logging status events in UltraTax CS (approx. 4 minutes)

Video: Converting clients and activities from nonbillable to administrative (approx. 5.5 minutes)

Video: Creating and clearing a progress bill in Practice CS (approx. 5.5 minutes)

Video: Deleting, moving, and adding columns to create a custom report (approx. 7.5 minutes)

Video: Setting report options for the Accounts Receivable Summary report (approx. 5 minutes)

Video: Setting report options in the Billing Worksheet report (approx. 4.5 minutes)

Video: Synchronizing your contacts with Microsoft Outlook (approx. 3.5 minutes)

Video: Working with the Client Dashboard (approx. 6 minutes)

Video: Client Management Module (approx. 4 minutes)

Video: Project Management Module (approx. 4.5 minutes)

Video: Staff Management Module (approx. 5 minutes)