Why Should You opt for UltraTax CS Hosting?
Tax preparation is a time-sensitive task that requires precision, efficiency, and access to the right tools. UltraTax CS is one of the top solutions for tax professionals, but hosting it...
Practice CS Details
| Price | Quote-based |
|---|---|
| Rating | 4.7/5 by CPA Practice Advisor |
| Business Function | |
| Industry | |
| Compatibility | UltraTax CS, FileCabinet CS, Project Management CS, Accounting CS, Creative Solutions Accounting, Fixed Assets CS, netclient-cs, Staff Management CS, Workpapers CS, Microsoft 365. |
| Developer | Thomson Reuters |
What is Practice CS?
Thomson Reuters’ Practice CS is an all-in-one practice management software designed to help accounting firms manage workflows, track staff productivity, and streamline client management tasks. It provides tools for time and billing, project management, document management, and client communications.
Practice CS offers multiple dashboards that can be customized as per your requirements, such as client, firm, or staff. For instance, it offers a client dashboard where you can access each client’s information in one place.
Practice CS also ensures the protection of your critical data with multi-level security features. For instance, you get a robust access control system, enabling you to control a user or group’s access to specific areas in the dashboard.
Practice CS is a part of the Professional CS suite that includes other solutions, such as Accounting CS, Planner CS, UltraTax CS, Fixed Assets CS, and more. You can seamlessly integrate Practice CS with all these solutions to get added functionalities.
Key Features of Practice CS
Custom Reporting
With over 150 customizable reports, Practice CS enables you to create a 360-degree view of your accounting practice. You can also use multiple filters to automate reporting.
Invoicing
Edit the invoices according to business needs. Add sections like Discount and Ledger. Add messages and send them to clients by integrating with the online portal.
Billing
Practice CS enhances billing management with features such as custom filters and progress billing. You can select your preferred billing method and export invoices.
Mission Control
A central hub with customizable dashboards that gives you real-time data on firm operations, staff projects, and client statuses.
Staff Dashboard
Practice CS helps you onboard new staff quickly, invoice clients faster and more accurately, and track service profitability over time. This boosts revenue without adding extra work for your team.
Time and Expense Entry
Ensure employee satisfaction by enabling an efficient time and expense entry for your team. Customize the data entry sheet, add filters, and enter negative WIP.
Practice CS and UltraTax CS On Ace Cloud Hosting For More Flexibility
Practice CS integrates with UltraTax CS software for a seamless tax workflow. Hosting UltraTax with Practice CS on the same cloud allows easy import/export of information. Choose Ace Cloud Hosting for numerous added advantages, such as:
Multi-level Data Security
With multiple security safeguards, such as 256-bit AES data encryption, multi-factor authentication, and OS patching, we ensure total data protection at the physical, network, endpoint, and admin levels.
Dedicated Support
We offer 24x7 customer support for all our customers at no additional cost. You can connect with us through phone, chat, or email to ensure satisfactory response and resolution to all issues.
SLA-backed Uptime
Ace Cloud Hosting offer a 99.99% percent guarantee in our SLA, which means less than 6 minutes of downtime. Our redundant cloud infrastructure and disaster recovery plans ensure all-time availability.
Cost Savings
Eliminate in-house IT costs by hosting your entire business process on Ace Cloud Hosting. Choose our flexible pricing plans and pay only for the IT resources you use. Reduce costs of IT deployment, support, and upgrade.
High-Performance Computing
Work on your applications hosted in a High-Performance Computing (HPC) environment. Give your employees a desktop-like working experience, irrespective of their location and personal device.
45-Day Backup
We offer a 45-day rolling data backup on our servers. The backup service is part of our cloud solution, and we don’t incur any charges for it. The data is backed up automatically daily.
Steps to Integrate Practice CS with UltraTax CS
Integrating Practice CS with UltraTax allows you to automatically update client info, sync project statuses, and improve the workflow of tax-related tasks. Let’s see the steps to send UltraTax CS client information to Practice CS:
Step1
Open Practice CS, select Setup, then Firm.
Step2
Within Firm setup, select Preferences tab > Integrate this Firm with other solutions checkbox and select Enter.
Step3
In UltraTax CS, select Help, then Repair. Click on the Misc tab.
Step4
In the Populate CS Applications group box, click the CS Practice Products > Populate button.
Frequently Asked Questions
Practice CS is a desktop-based practice management software that offers features such as time and expense filing, client management, invoicing, billing, and custom reporting.
No, Practice CS is a desktop-based software solution that needs to be installed on the local system or server. However, you can opt for cloud hosting services to add cloud features.
No, there is no dedicated dedicated mobile app for Practice CS.
The system requirements for the CS Professional Suite are-
- 2 Ghz 64-bit processor
- Ranging between 100 MB to 2.5 GB
- Operating System - Windows 10 and 11, Windows Server 2016, 2019, and 2022
There is no fixed pricing plan structure mentioned on Thomson Reuter’s website. However, you can contact the sales team for a pricing quote, depending on your requirements, such as the number of users and the features.
Reviews
For professional practices seeking a comprehensive suite of accounting, tax and client service programs, the CS Professional Suite has virtually everything in its fully integrated, consistent and streamlined offering.
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The Staff Management Module also provides strong HR functions, enabling the tracking of staff benefits such as paid time off, comp time, holidays and other accruals, as well as tracking CPE and other custom data.
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