Tax & Accounting Blog

Practice CS Optimization Consulting

CS Professional Suite Firm & Workflow Management Solutions July 8, 2014

The implementation of a practice management system of any kind presents a tremendous opportunity to evaluate and refine processes within your firm. 

But what about after the implementation…are you getting the benefit you need for your business?

Our Practice CS Product Optimization consulting service is an opportunity for your firm to look at your use of Practice CS to ensure that you’re getting what your firm needs. Whether it’s re-examining the setup based on business change or extending the use of Practice CS, this service has the depth and flexibility to meet those needs. 

To begin, an experienced Practice CS consultant will work with your firm on a one-to-one basis to understand your goals and current struggles. And at the end, you’ll walk away with a customized, detailed report of the key findings and professional recommendations. 

Specifically, your session(s) will be aimed at improving productivity and maximizing process efficiency with your software, including the review of:

  • The latest best practices
  • System enhancements
  • New consulting services
  • Available training courses
  • And more 

Pairing all this with an in-depth examination of your current Practice CS usage, the consultant will help you set the roadmap for changes that will achieve your goals. 

Want to Learn More?
Visit our Practice CS Product Optimization page or contact your sales representative. 

What Our Users are Saying

“We spent a day with the consultant performing Product Optimization; we should have done this years ago! Spend the money on setup consulting; it will save you multiple times the cost, get your firm going quickly, and help you get the most out of your software…we learned how to do most, if not all, of what we thought was not possible.” -Mark R.