Video Quicklook
The animated video sequences below demonstrate the true integration of CS
Professional Suite products—within the product, with portals and with our
sister companies. The best way to understand integration is to see it in
action—click on the "View" links below to see the power and productivity of
UltraTax CS.
Schedule C Import from Trial Balance CS: You'll see just how
easy it is to import trial balance data into a client's return in UltraTax CS using
the seamless integration between CS Professional Suite products. Length:
2:55
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Import from Web Organizer: This video demonstrates the
transmission of a Web Organizer to a client's portal, the client's data entry, and
the subsequent retrieval and import of Web Organizer data directly into the client's
UltraTax CS return. Length: 7:56
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E-filing Process: Watch the creation of the electronic file,
transmission to the taxing authority, and the acceptance of the electronically filed
return using the UltraTax CS Electronic Filing utility. Length: 2:41
View Video
RIA Checkpoint: You'll see how Checkpoint's LineFinder feature
can access relevant guides from within UltraTax CS by simply right-clicking on a
form field and launching a web browser. Length: 2:20
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PPC Deskbooks: The powerful Deskbooks tool from PPC can help
simplify the most complex returns. This video shows how you can look up useful tax
research articles with ease and convenience, directly from UltraTax CS. Length:
3:21
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Video
RIA Tax Alerts: This demonstration will show you just how easy
it is to access current Tax Alerts via your UltraTax CS software—a quick and
easy way to stay up-to-date on the latest tax preparation issues. Length:
2:14
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Web Delivery of 1040 Return: In this video, you will see how
easy it is to assemble a client's return in UltraTax CS and transmit it directly to
a secure, private portal on your firm's website. Length: 3:11
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FileCabinet CS Source Document Module: This video shows the
process of scanning 1040 tax source documents into FileCabinet CS, transmitting
them via the Source Document module for optical character recognition (OCR)
processing, and exporting extracted data to UltraTax CS.
View Video
Source Data Entry Utility: See how staff can manually enter
1040 source information into the Source Data Entry utility, where it is stored
until import into UltraTax CS by the preparer.
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RIA Reference Guides: This demonstration will show you how easy
it is to do web research for answers to tax questions while doing a return in UltraTax
CS.
View Video
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