CBS in 7 Easy Steps

1. You provide your clients with CBS software on CD, or over the Internet if you're using CBS ASP technology with NetClient CS portals.
2. You set up your client's CBS using information from your Write-Up CS software.
3. You choose their modules and options according to your client's needs and your preferred guidelines.
4. Your client uses CBS to record and print checks, record transactions, and generate reports.
5. Your client provides you with the complete, organized transaction details via email, web portal, or on disk at period-end.
6. You retrieve incoming client CBS data using the Accountant's Assistant module in Write-Up CS, review it for accuracy, and review any notes attached by your client.
7. After the seamless transfer of your clients' data directly to Write-Up CS, you produce the trial balance and generate financial statements, payroll compliance, and other reports—all in just minutes!

The Typical CBS Workflow