Tax & Accounting Blog

Instantly Review Current Activity in the Firm Information Section on the UltraTax CS Home Page

CS Tax & Asset Management Solutions April 10, 2014

UltraTax CS Quick TipThe Firm Information section of the UltraTax CS Home Page provides an instant look into current firm activity and other significant client and employee info. To access the Firm Information section, click on the Firm Information link in the left margin of the UltraTax CS Home Page. 

Click the Who is Working Now tab to display info about network users who are currently using the application, including which clients they may have opened, as shown below. 

UltraTax CS Firm Information

Select the other tabs within this section to review graphs that display current and prior-year clients by entity, view a breakdown by year and entity showing how many clients each preparer or staff has assigned, and view computer hardware info for network users. 

Note: When using the program’s standard security options, the Firm Information section does not display by default. To display the Firm Information section on the Home Page with the standard security enabled, choose Security from the Setup menu, enter a password, and mark the Display Firm tabs on the home pagecheckbox.

More Info?
Review this article in our Help & How-To Center for more info on the UltraTax CS Home Page: Using the UltraTax CS Home Page.