Practice CS (definition)

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Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

Practice CS is an advanced practice management system designed specifically for accounting professionals. Bringing advanced technology to your firm's individual workflow processes, it provides a completely customizable practice management system. With real-time functionality, it makes it easy to get an up-to-the-minute look at staff workflow, client status, or firm information at a glance.

Practice CS offers all of the following:

  • Customizable digital dashboards to manage day-to-day details of your business from one convenient location.
  • Time and billing, to quickly record time and expenses and create customized invoices and statements.
  • Project management, to track firm projects and tasks from your desktop for complete control of workflow processes.
  • Client management, to closely monitor all client activity, including phone calls, email messages, billing, projects, deadlines, and so forth.
  • Seamless data sharing with other CS Professional Suite software and with Microsoft Outlook to ensure your firm operates at peak productivity.

Notes

  • Use the File Locations tab of the Setup > User Preferences dialog to specify the folder locations for your other CS Professional Suite products such as Practice CS.
  • To create an XML file of your CSA client list for subsequent import into Practice CS, click the Practice CS button within the Populate CS Applications group box on the Miscellaneous tab of the Help > Repair dialog within CSA.

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