Practice CS
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)
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