The CS Professional Suite is an on-premise and cloud tax and accounting solutions software that helps streamline all the workflows. It can also be used to enhance profitability in all organizational operations. The software is designed for small to large businesses. It also has multiple modules that you can use to automate various tasks of your business.
- "What If" Scenarios
- Client Management
- Client Portal
- Document Management
- Project Management
- Staff Management
- Time Tracking
- Modules for Accounting
- Document Management
- Website Design
- Online Client Services
- Deployment: Cloud Based, Web Based, SaaS Based, Installed - Windows, iPhone / iPad, Android
- In Person
- Live Online
CS Professional Suite Users
- Live Support
Company Name: Thomson Reuters
Overall: User friendly product with very great functionality!
Pros: At my firm, we use a variety of CS professional Suite products. All of the software is very intuitive, we can easily see how the input will look like when printed. Especially UltraTax makes it so easier for the preparers and reviwers as it lists its diagnostic functions and “FYI”s. Also, it has very detailed instructions. For example, you can just google “Ultratax multistate filings”, then you will see a list of instructions provided by rep.
Cons: It can run slow because very often we need to run many other programs such as Excel and Outlook. Also, sometimes UltraTax does not allow hard input. Instead, we need to find a certain way to input information to be correctly presented.
Overall: We are managing all of our tax projects within the CS Suite. From preparing the return, to tracking clients and where their projects stand, to sending and receiving client documents within the integrated “Drop Box” portal system.
Pros: The entire suite serves the purpose of getting the job done. We have several of the Suite programs and that has made doing things like sending tax organizer out a much simpler job within their interface.
Cons: Learning how to properly use the software within our unique environment has been a huge challenge. Google provides no help and their own “help and how-to center” only provides so much information. I wish their products integrated better between themselves.
What do you like best?
CS Professional Suite is a very beneficial application in allocating the billing detail with a full authentic approach. This software can track time with amazing results. Hence, it provides the client portal with greater efficiency than before. Nothing is more prominent in staff management than this application. I can find real-time management with strong support from the application to allocate multiple promotions. The product can be compared according to price and quality with other companies and there is good communication while allocating the detail.
What do you dislike?
This application might get slow because of the traffic on the system so, there should be some powerful management to control the programs in segregation and providing the individual detail about the folders. This is the basic error of this tool and it should be removed in the latest editions.