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Engagement Manager

An online engagement management platform.

QuickBooks

Automate the manual data entry work; keep track of transactions, bills, payrolls, and generate other accounting reports for tax filing

ToolBox CS

Access ready-to-use tax worksheet templates; prepare taxes with mortgage calculator, quick response to clients with financial planning tools

Fixed Assets CS

Add, modify, dispose, and transfer assets easily and quickly; automate asset tracking; calculate state and federal reports

Creative Solutions Accounting

Integrate with the software included in the CS Professional Suite Accounting Products CD

UltraTax CS eSignature

Instantly collect digital signatures for approval or business agreement process from anywhere

Accounting CS

Access write-ups and trial balance; prepare the fully customizable professional system

uTax

Ease your tax filing processes with automated calculations, error detection, and customizable reporting

Practice CS

Track time and billing of the firm’s work; create electronic invoices; get real-time access to staff information.

SurePrep’s TaxCaddy

SurePrep’s TaxCaddy is a software that will help you organize all the necessary tax documents and keep them in one place. Clients can easily submit documents, chat on massaging with…