Integration with other applications

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Fixed Assets CS offers several features that integrate with other CS Professional Suite applications, with other Thomson Reuters applications, and/or with third-party applications, such as Microsoft Excel.

To properly integrate CS Professional Suite applications, you must specify client data and integrated application file locations.

CS Professional Suite applications that integrate directly with Fixed Assets CS

Thomson Reuters offers a suite of applications that are designed to work together to make your firm's workflow as efficient as possible. This section describes how various CS Professional Suite applications integrate with Fixed Assets CS. If you are unfamiliar with some of these applications or want more information on any of the applications in the suite, please visit the Products page of our website.

If you are licensed for Accounting CS, you can import Fixed Assets CS journal entries into Accounting CS.

If you are licensed for CSA, you can import Fixed Assets CS journal entries into CSA (Write-Up CS and Trial Balance CS).

If you are licensed for FileCabinet CS, you can:

If you are licensed for Practice CS, you can enter client notes in Fixed Assets CS and make them available in Practice CS.

If you are licensed for UltraTax CS, you can:

If you are licensed for UltraTax/1040 Client Organizer and NetClient CS, you can use the web client organizer to gather tax and asset information from your clients via a private, secure web portal. See Importing asset data from UltraTax/1040 Web Client Organizers for details.

Other Thomson Reuters applications that integrate with Fixed Assets CS

Onvio Documents is a secure, cloud document storage and management solution that is part of Thomson Reuters Onvio, cloud software for tax professionals and accountants. If you are licensed for Onvio Documents, you can send reports, forms, and other documents from 2014 Fixed Assets CS or later to Onvio Documents.

For more information:

If you are licensed for GoFileRoom, you can print reports and forms for storage in GoFileRoom.

If you are licensed for GoSystem Tax RS, you can create a depreciation export file for GoSystem Tax RS.

Third-Party applications that integrate with Fixed Assets CS

You can import asset data from an ASCII file that is exported from another application that we have committed to converting to Fixed Assets CS.

You can export asset data to a file (DIF, ASCII, and XLS) for use with many other applications.

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