Client Accounting
A seamlessly integrated firm begins in your client's office with our client accounting software—Client Bookkeeping Solution (CBS). With CBS, you can provide your clients with easy-to-use software that is perfect for their day-to-day bookkeeping, while ensuring that you maintain complete control of your client's accounting processes.
At period-end, your client's CBS data transfers seamlessly into Write-Up CS—so you can produce reports, customized financial statements, and payroll tax forms in just minutes. CBS also enables you to import client data into Write-Up CS from a variety of other sources such as QuickBooks Pro® and Peachtree®.
Write-Up
Designed specifically for practicing accountants who serve multiple clients with wide-ranging needs, Write-Up CS provides the power to customize financial statements and set up new clients with ease. Write-Up CS also handles after-the-fact payroll processing, in-depth account analysis, and provides a platform for you to offer valuable consulting services. Write-Up CS shares data with UltraTax CS and enables you to complete more returns in less time; you can provide hassle-free payroll processing by seamlessly integrating data with Payroll CS; and you can help clients make sound decisions by comparing their data to other similar businesses in Financial Analysis CS.
Payroll
Offering live payroll services is an effective way to strengthen client relationships, and our integrated systems make it simple. Payroll CS combines comprehensive stand-alone payroll capabilities, timesaving Internet options, and turnkey processing to offer the most advanced tool for administering client payroll services—without additional resources. It's even possible to achieve a totally paperless payroll because payroll data flows directly back to Write-Up CS and at tax time, W2 and 1099 data transfer seamlessly to UltraTax CS.
Trial Balance
For those engagements where a full write-up product is not necessary, you can use Trial Balance CS to make adjusting entries, create account groupings, and perform account analyses. The flexible and efficient features in Trial Balance CS make handling annual engagements fast and easy. And updated trial balance data is shared directly with UltraTax CS—with no additional data re-entry required.
Engagement Management
Engagement CS is offered as the centerpiece of the CS Professional Suite with trial balance and paperless workflow management for all types of professional engagements. Seamless integration is provided with every CS Professional Suite application as well as with PPC e-Tools, PPC SMART e-Practice Suite, and RIA research on Checkpoint®, and Microsoft Office. Unique, powerful integration with other CS Professional Suite applications enables you to import journal entries from Fixed Assets CS; transfer tax balances and/or adjustments back and forth with UltraTax CS or GoSystem Tax ES; transfer client financial results to Financial Analysis CS for benchmarking analysis against peer and industry standards; and import, review, and manage reports from all CS Professional applications.
Tax Preparation
At tax time, account balances from Write-Up CS, Trial Balance CS, and Engagement CS transfer directly into UltraTax CS tax preparation software, allowing you to complete an 1120 return in just ten minutes—without having to key in any data. UltraTax CS also automatically computes M-1 and M-2 adjustments so all you have to do is review the return and make necessary adjustments. W-2 and 1099R year-end information from Write-Up CS and Payroll CS transfers directly to UltraTax CS, significantly reducing tax preparation time. And UltraTax CS integrates with the expert information you need in the many PPC guidance and RIA research products.
Fixed Asset Management
Intuitive navigation, flexible sorting options, powerful calculations, robust reports, and more make Fixed Assets CS one of the most powerful and easy to use fixed asset management systems available. When you use Fixed Assets CS for fixed asset management throughout the year, your asset information will be instantly available in UltraTax CS when you need it for tax season—without having to import or enter data.
Practice Management
Practice CS offers the ultimate in practice management and insight into your practice with customizable "digital dashboards" that display all your firm, staff, and client information in one centralized location. Integration between Practice CS and the CS Professional Suite Accounting products enables you to automatically capture every billable minute and easily produce invoices. The Practice Management module tracks every project and task, and the Client Management module records every detail of client activity.
Digital Document Management
All your CS Professional Suite documents can be printed directly to FileCabinet CS, our innovative digital document management system, for quick and easy retrieval on your computer. FileCabinet CS files these documents automatically in the appropriate folders. FileCabinet CS makes it easy to enjoy the countless time- and money-saving benefits of the paperless office. And with our deep level of software integration, you can access your FileCabinet CS client documents immediately for review or email, without leaving your CS Professional Suite software.
Web Services
The CS Professional Suite advanced line of web services offerings provide unmatched service levels for your clients and unparalleled productivity for your firm.
- NetClient CS password-protected private portals enable your clients to enter payroll data (using Payroll CS), make monthly transaction data available to you instantly (using CBS), send you their tax data (using UltraTax CS), and access selected financial documents at any time, from any location, via your website.
- Web Builder CS allows you to easily design and maintain a website that serves clients and enhances your professional image with an extensive library of pages, images, and text—all designed specifically for the tax and accounting profession.
- Virtual Office CS enables you to enjoy anytime-anywhere access to your CS Professional Suite and Microsoft Office software and client data using the power and convenience of the Internet. NetStaff CS provides you with firm-wide intranet capabilities that give you the ability to communicate information, share important files, and make all of your CS Professional Suite and Microsoft Office software available via secure, password-protected employee portals that your staff can access from anywhere at any time via the Internet.
Thomson Reuters' extensive breadth of products and unique system-wide integration allow you to achieve productivity gains simply not possible with any combination of stand-alone software. To learn more about saving time and effort through integration, contact a CS Account Representative at (800) 968 -8900.
