Testimonials

Practice CS

"When you start a business, you envision being able to monitor all activities, at all times. While this is not feasible, utilizing Practice CS is closest you can get to continually tracking your essential business activities in real time. I see Practice CS as the vehicle to move my firm toward operating from one software package because this product is essential in tying other CS Professional Suite products together. It has allowed us to create a customized solution to meet the individual needs of our firm.

"I take a minimalist approach to running my practice and want to keep only the most important details at hand. The digital dashboards in Practice CS enable me to do just that. I keep the firm dashboard as my home page to display the practice information that is important to me. My staff uses the staff dashboard as their home page, so they can easily access projects, tasks, tools and links, without having to search multiple locations. We can customize the dashboards to show what we want—we love it! Everyone at our firm has gained efficiencies from having the key data and tools we need right at our fingertips.

"I adopted Practice CS early on and I feel that it was good for our firm to start using the software during its infancy. It has helped us to get a handle on the program and take on additions and upgrades as they come along. I've been paperless since 1999 and also use FileCabinet CS to manage firm documents. I recently added a third monitor to my desk, which has enabled me to keep FileCabinet CS open on the left, with all of our client files readily accessible, Practice CS open on the right, and the center monitor for working.

"My firm uses nearly all of the CS Professional Suite programs and we have matured with this software. Back in 1996, we had 20 staff and $700,000 in billings. Now we've got nine staff members and our volume is more than $1.3 million. We have also started billing on a daily basis, which increases our cash flow. As soon as a task is completed, we can bill for it. We attribute a lot of our growth and productivity to the tools offered by Thomson Reuters."

About Root and Associates, LLC

Root and Associates, LLC is located in Bloomington, IN and specializes in accounting; bookkeeping; payroll preparation; individual tax planning and preparation; business tax planning and preparation; technology solutions and financial planning.

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