CS PROFESSIONAL SUITE
®
SIMPLE WORKFLOW FOR COMPLEX PROCESSES
Tax.ThomsonReuters.com/CS
PRODUCT CATALOG
TABLE OF CONTENTS
Overview
2
Integration Story
3
Product Listing
4
Service, Support, & Communities
7
THE CS PROFESSIONAL SUITE FROM THOMSON REUTERS
KNOWLEDGE YOU CAN TRUST
The Tax & Accounting business of Thomson Reuters—the world’s leading information resource—brings you the most comprehensive line of integrated software, research and guidance available to the accounting profession.
INTEGRATED. SOPHISTICATED. INNOVATIVE.
The CS Professional Suite provides the profession’s most integrated, most sophisticated suite of tax and accounting software including tax prep and planning, accounting, practice management, payroll, research and more.
Created by accountants, for accountants, its unparalleled level of workflow integration, comprehensive thought leadership offerings and link to expert content and insight power smoother workflows, more informed decisions, improved client service and better results for tax and accounting firms of all sizes.
MOVING TO THE SUITE ENVIRONMENT
At Thomson Reuters we take a global approach to our solutions, focusing on systems as well as individual products and tasks. We concentrate on developing products that are the most advanced and comprehensive in their categories, but we also examine the entire workflow process—from initial customer contact to the delivery of the final product—and consider all tasks and tools required to streamline processes.
The end result is a suite of products and services that “talk” to one another, share data efficiently and support an integrated workflow, which translates into better client service and unprecedented productivity for your practice. We invite you to take a moment to review the information in this brochure and see how an integrated software suite can take your firm into the realm of ultimate efficiency and profitability.
PRODUCT CATALOG | 3
INTEGRATION STORY
SIMPLE WORKFLOW FOR COMPLEX PROCESSES
The applications and services of the CS Professional Suite are designed to work seamlessly together as an integrated system. Whether you choose just a few applications or the entire suite, your products share information and automate workflow to increase your firm’s efficiency and profitability—and raise the level of service for your clients.
Here’s an example of an integrated workflow process using the CS Professional Suite:
By taking advantage of the built-in paperless capabilities across the suite, your firm can benefit from an end-to-end paperless workflow that extends all the way to your client. And you can do it all with our powerful cloud computing options, Virtual Office CS or SaaS (Software as a Service) for the CS Professional Suite, and our mobile apps.
1
Dramatically reduce data entry because your client enters source dataClient Access, which lets them view financial data in real time, enter transactions and perform with Accounting CS everyday functions like check writing, payables, receivables and payroll processing.2
Immediately use the data across all functionstrial balance, payroll, financial reporting and more—because you take advantage of the web in Accounting CS and other applications— to share the same database.a. Manage, mark up and process your workpapers and source documents using
Workpapers CS. Source Document Processing can automatically name and organize your documents into the folder structure you’re familiar with in UltraTax CS, while you can use Source Data Entry to automatically transfer data to UltraTax CS.
b. Use Microsoft® Office® integration to automate your Excel® worksheets so they’ll
proforma and save you time each year. And you can make final adjustments in
Workpapers CS trial balance, then seamlessly export balances to UltraTax CS in seconds.
c. Process your clients’ payroll tax compliance, make adjustments, and create financial statements, W-2, 1099 and 1095-C forms —as well as year-end balance data—using
Accounting CS. And it can all be transferred directly into UltraTax CS at tax time.
3
Post your client’s completed tax returns, reports, payroll and other deliverablesprivate NetClient CS client portals, where your client can access them anytime. On your end, all to secure, documents and data are stored securely in FileCabinet CS or GoFileRoom.4
Manage employees and resources at every step of the process with Practice CS.PRODUCT LISTING
CS PROFESSIONAL SUITE
Why are our products used by so many Global Top 500 firms? Because the CS Professional Suite is an integrated series of software applications that encompass every aspect of your firm’s operations— from collecting client data and posting finished tax returns, to ongoing practice and engagement management. Our products and services blend scalable tax processing, audit and accounting workflow solutions with the convenience, security and expertise you’d expect from the world’s leading information resource.
ACCOUNTING & AUDIT
Deliver financial statements, reports, trial balance, payroll, value-added analysis and more with accounting programs that simplify your engagements and save time with every step.
ACCOUNTING CS—A revolutionary accounting, trial balance, after-the-fact payroll and client accounting system.
ACCOUNTING CS CLIENT ACCESS—A powerful service that lets you work with your business clients in real time, all the time.
ADVANCEFLOW—Cloud-based engagement management, trial balance and more for large high-performance audit firms.
ENGAGEMENT CS—The profession’s most powerful all-inclusive trial balance, audit and engagement management system.
WORKPAPERS CS—Whether you’re preparing a business or individual tax return, it’s simple to manage workpapers and perform trial balance calculations, source document processing and data extraction. It’s also easy for your team to collaborate on returns, thanks to features like electronic signoff, annotation, dynamic integration with Microsoft Word and Excel and more.
PAYROLL
No matter how your firm decides to handle payroll—in-house processing, client processing or a specialized payroll service— we can help.
ACCOUNTING CS PAYROLL—A better way to payroll, from start to finish. This profit-building payroll system automates every step of the payroll process on a single, unified platform, and gives you more options than ever for delivering reports and payments to your clients and their employees.
MYPAY SOLUTIONS—Payroll with a personal touch. This unique alternative for serving your clients’ payroll needs lets you enjoy all the benefits of offering a comprehensive payroll service—without the added liability or work.
SOURCE DOCUMENT PROCESSING
FREE UP TIME, REDUCE ADMIN WORK
Our Source Document Processing service makes it easy to integrate paper source documents into an automated tax workflow. It automatically organizes and labels source documents, and can even transfer data from those documents into UltraTax CS.
For more information, visit
PRODUCT CATALOG | 5
CLOUD COMPUTING
VIRTUAL OFFICE CS—The web-hosted option that lets you license just the software you need. The 24/7 remote access to your software relieves you of IT burdens and ensures business continuance.
SOFTWARE AS A SERVICE (SaaS)—Take advantage of the entire award-winning
CS Professional Suite with the affordable software leasing solution that offers scalable profiles for flexible pricing and usage.
CLIENT PORTALS
NETCLIENT CS—Take client service to a whole new level with NetClient CS—integrated, private and secure online portals that offer you and your clients a convenient way to access documents and software and transfer data, 24/7.
WEBSITE DESIGN
WEB BUILDER CS—Our custom websites for tax and accounting professionals feature attractive designs, personalized content, integrated client portals, automated newsletters and more.
MOBILE APPS
MOBILE CS—Use your mobile device to access your Practice CS firm, staff and client data 24/7 and make smart business decisions on the spot.
NETCLIENT CS—Give your clients easy, on-the-go access to their documents and more with the mobile app designed specifically for NetClient CS portals.
MYPAY SOLUTIONS—Employees of
myPay Solutions clients can perform a variety of common payroll activities right from their mobile device.
CLOUD & MOBILE
Our cloud and mobile computing options are the smart choice for firms on the go. Whether you’re looking for secure 24/7 access to software, to offer your clients an expanded menu of services, to save time with instant document and information exchange or to create a customized website, our scalable, secure and reliable cloud computing options and mobile apps give you a way to access your firm information at any time and from any location—keeping you in control of your bottom line at all times.
NETCLIENT CS
LEGAL AND BUSINESS FORMS
Expand your services with NetClient CS Legal and Business Forms, powered by LegalStreet. Available via NetClient CS online portals, this feature gives you and your clients access to an easy-to-use online forms library tailored for engagements with business owners.
For more information, visit
DOCUMENT MANAGEMENT
To eliminate paper and improve firm workflow, secure electronic document management is the way to go. And whether you’re a one-office firm or a multi-office corporation, we’ve got the perfect solution for you.
FILECABINET CS—A comprehensive, easy-to-use digital document management and storage solution.
GOFILEROOM—An advanced, web-based digital document management system for complex workflows.
FIRM & WORKFLOW MANAGEMENT
Whether you’re looking for simple workflow management, or you need a practice management solution to serve as the hub of your practice, we’ve got you covered.
PRACTICE CS—A comprehensive practice management system that streamlines workflow and keeps you in control with customized, ongoing performance insight.
FIRMFLOW—Standardize any business process through automated routing, real-time tracking, custom reporting features and more. A completely digital process lets you monitor activity from start to finish.
TAX
From simple to complex, we offer solutions that can meet any tax preparation need—and seamless integration with other accounting applications ensures an efficient tax process all year long.
ULTRATAX CS—A powerful end-to-end tax preparation system that streamlines processing from data collection to return delivery.
GOSYSTEM TAX RS—This advanced web-based tax preparation system is the premier application for enterprise accounting professionals.
FIXED ASSETS CS—A fast, simple solution for all your fixed asset management and inventory needs.
PLANNER CS—The customizable tax planning tool for delivering value-added planning services.
TOOLBOX CS—A handy set of calculators, forms, flowcharts and more to help you all year long.
THOMSON REUTERS CHECKPOINT®
WHEN YOU NEED THE RIGHT ANSWERS, RIGHT NOW
Thousands of tax and accounting professionals understand complex information, make informed decisions and use knowledge more efficiently using Checkpoint resources, including:
• Checkpoint—Easily searchable online tax and accounting information blends editorial insight, tools and news for the ultimate in clarity and productivity
• Checkpoint Learning— Courses and tracking tools to expand your knowledge and keep on top of CPE requirements Checkpoint works with the CS Professional Suite to give you integrated tax and accounting products and services for every aspect of your firm’s operations. To learn more, visit
Tax.ThomsonReuters.com/ Checkpoint
PRODUCT CATALOG | 7
WE’VE GOT YOUR BACK
SERVICE, SUPPORT, COMMUNITY
When you choose Thomson Reuters products, it’s only the beginning of our partnership with your firm.
We want to make your product implementation go as smoothly as possible, so we offer a variety of training, support and conversion services to help you get up to speed quickly and easily:
• Data Conversion Options—Ease the transition to your
new software by taking advantage of our conversion services.
• Built-In Help and Documentation—To help you get
up and running quickly.
• Free Online Help & How-To Center—24/7 access to answers
for commonly asked questions.
• Ideas Communities—Online communities where users can
suggest ideas for new product features and enhancements, and vote for or comment on other community members’ ideas.
• Professional U.S.-Based Support—Provides prompt
knowledgeable assistance.
• Email Subscriptions—Get immediate notice of software update
and release availability, service announcements and more. Visit Tax.ThomsonReuters.com/CSCustomerCenter to sign up.
• Community—A complete online community especially for tax
and accounting professionals. You can participate in discussions and exchange valuable resource information with other Community members 24/7.
WELCOME SERVICES
Our transition programs are comprehensive on-boarding services designed especially for new purchasers. These guided orientation services help you make a smooth and stress-free transition to your new software. Currently, we have transition programs available for Accounting CS, UltraTax CS, Practice CS and our Web Services offerings. To learn more, visit
Tax.ThomsonReuters.com/ Welcome-Services.
EVENTS COMMUNITY PARTNERS TRAINING RESOURCES CONSULTING S E W
THOUGHT LEADERSHIP
THOUGHT LEADERSHIP
KNOWLEDGE FOR GROWTH
JOIN US FOR THE SYNERGY USERS’ CONFERENCE
Information-packed workshops, inspiring keynotes and incredible locations are on the agenda at every annual Thomson Reuters SYNERGY Users’ Conference for Professional Tax & Accounting Firms, where you can look forward to:
• Networking with practitioners from across the U.S.
• In-depth training and demos for CS Professional Suite products • The chance to earn CPE credits
PRODUCT CATALOG | 9
YOUR PARTNERS IN SUCCESS
THOUGHT LEADERSHIP IN ACTION
Thought leadership represents the commitment of Thomson Reuters to move the profession forward with innovative ideas, relevant new technology and proven strategies for firm growth. Together with leaders across the profession, we’re working to identify new ways to advance the tax and accounting profession and drive firm productivity and profitability.
These activities, events and resources, which occur at various times throughout the year, provide excellent forums for practitioners to take an active role in definining and implementing growth strategies.
EVENTS—Our Thought Leadership events—Partner Summits, Product Partner
Feedback Sessions, SYNERGY Users’ Conference—are great opportunities to network with other tax and accounting professionals and focus on the future of your firm.
COMMUNITIES—It’s all about connection. Community, a free, full-featured online
community created for tax and accounting professionals, is the perfect place to stay connected with your peers via forums, articles and blogs. In the CS Professional Suite Ideas Communities, you can suggest ideas for new product features and enhancements and vote or comment on other community members’ ideas.
PARTNERS—We work with and recommend a select group of strategic partners who
offer technology products and services for tax and accounting professionals—many tailored specifically for CS Professional Suite users.
TRAINING—Training is a wise investment that can help you get more out of your staff
and software. We offer a variety of training options, from pre-recorded On-Demand Training to customized on-site training programs.
RESOURCES—Our web resources include white papers, videos, reviews, testimonials
and other valuable tax and accounting technology information that can help your firm stay in the know.
CONSULTING—Our consulting services go beyond software training to analyze your
firm’s processes, help you implement and use products and services and streamline practice workflow overall.
S E W S E W S E W S E W S E W S E W
RESEARCH & GUIDANCE
Thomson Reuters Checkpoint®
AUDIT SERVICES AdvanceFlow® Engagement CS® TAX SERVICES Fixed Assets CS® GoSystem® Tax RS Planner CS® ToolBox CS® UltraTax CS® DOCUMENT MANAGEMENT FileCabinet CS® GoFileRoom®
FIRM & WORKFLOW MANAGEMENT
FirmFlow™ Practice CS®
CLOUD & MOBILE
CLOUD NetClient CS®
SaaS for the CS Professional Suite Virtual Office CS® Web Builder CS® MOBILE APPS Mobile CS® myPay Solutions NetClient CS® BUSINESS SERVICES Accounting CS® Accounting CS Client Access Accounting CS Payroll myPay Solutions® Workpapers CS™ 800.968.8900 Tax.ThomsonReuters.com/CS CS.Sales@ThomsonReuters.com © 2015, Thomson Reuters, all rights reserved.
