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Practice CS™

The Most Advanced Practice Management System Ever Designed for Accounting Professionals

Using advanced digital dashboard technology, Practice CS brings advanced technology to your firm's individual workflow processes to provide a completely customizable practice management system. With real-time functionality, Practice CS is a central hub for your firm’s information, where you can get an up-to-the-minute look at staff workflow, client status, or firm information at a glance.

Practice CS offers:

  • Customizable digital dashboards—Manage all the day-to-day details of your business from one convenient location.
  • Time and billing—Automatically record time and expenses and create customized invoices and statements.
  • Project management—Track firm projects and tasks from your desktop for complete control of workflow processes.
  • Client management—Closely monitor all client activity, including phone calls, email messages, billing, projects, deadlines, etc.
  • Seamless data sharing—Take advantage of the seamless integration with the CS Professional Suite and Microsoft Outlook to ensure your firm operates at peak productivity.
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Practice CS brings together all aspects of your practice to provide a truly integrated workspace.

Taking efficiency a giant step further, integration between CS Professional Suite programs enables data to be captured automatically and updated within Practice CS. For example, if you are preparing a tax return in UltraTax CS, time and billing data is captured and updated in Practice CS. You and your staff no longer need to be concerned with entering information separately and risk overlooking billable time. The system integrates the entire workflow process to keep track of your data for you.

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