Tax & Accounting Blog

Get More Out of UltraTax CS with Our Free Tax Workflow Webcasts

CS Tax & Asset Management Solutions October 21, 2014

Are you using your UltraTax CS software to its full potential? We’ve created a pair of free 90-minute webcasts that will help you do just that during the upcoming tax season. Even if you’re an experienced UltraTax CS user, we’re confident that they’ll pave the way to a more efficient, more productive, more profitable tax season.

Automating Your 1040 Tax Workflow

Created specifically for UltraTax CS users, this 90-minute webcast will show you how to free your tax professionals from time-consuming administrative tasks, from the online client organizer all the way through to delivery of the completed tax return via secure, private client portals. Topics include:

  • A demonstration of the entire 1040 tax prep automation process
  • New technologies in paperless tax workflow automation
  • How to overcome possible challenges in implementing the process
  • Strategies to drive portal usage among your clients for enhanced client connectivity
  • A demonstration of the new eSignature feature in UltraTax CS, which enables your clients to sign tax forms and other documents electronically from their PC, tablet, or other connected device

You’ll get a free copy of our white paper, Maximizing Your Multi-Monitor Setup, just for attending.

Automating Your 1040 Tax Workflow

  • November 19 at 11:00 a.m. ET
  • December 4 at 3:00 p.m. ET

Automating Your Business Tax Workflow

Created specifically for UltraTax CS users, this 90-minute webcast will show you the theory and the tools you’ll need to streamline your business tax preparation work. We’ll cover retrieving client data and leveraging electronic workpapers in the preparation stage, as well as using integrated online research tools in review and posting completed returns directly to client portals. Topics include:

  • A demonstration of the entire 1120 tax prep automation process
  • Working with trial balance and leveraging electronic workpapers
  • Accessing integrated research and using on-screen review tools
  • Strategies to drive portal usage among your clients for enhanced client connectivity
  • A demonstration of the new eSignature feature in UltraTax CS, which enables your clients to sign tax forms and other documents electronically from their PC, tablet, or other connected device

You’ll get a free copy of our white paper, Maximizing Your Multi-Monitor Setup, just for attending.

Automating Your Business Tax Workflow

  • November 20 at 11:00 a.m. ET
  • December 3 at 3:00 p.m. ET

For more information or to register, visit CS.ThomsonReuters.com/Optimize, contact us online, or call 800.968.8900.