Transform your CPA firm with easy implementation of UltraTax CS. Discover how this powerful tool can streamline your processes and enhance productivity.
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| Addressing the technology gap in CPA firms |
| Key strategies for UltraTax CS implementation |
| The hidden costs of not changing |
| Are you ready to transform your CPA firm with UltraTax CS? |
With the ability to automate compliance tasks, streamline workflows, and improve client service, the benefits of adopting advanced tax preparation software are clear.
However, for many small and medium-sized accounting firms, implementation can seem overwhelming. Cost concerns, limited IT expertise, and the perceived disruption of day-to-day operations often leads to resistance to change.
While implementing new software can be intimidating (especially when it requires rethinking familiar processes), the long-term benefits far outweigh any temporary inconvenience.
By optimizing your tax planning and preparation process now, your firm can spend less time on returns and more time where it counts — growing your business and serving your clients. Let’s take a look.
Addressing the technology gap in CPA firms
Every accounting firm has its unique set of challenges and inefficiencies. Many small and medium-sized firms continue to rely on outdated tax preparation methods that hinder efficiency and scalability. Manual processes, disconnected systems, and paper-based workflows slow down productivity and increase the risk of errors during busy tax seasons.
These inefficiencies not only impact your firm’s bottom line but also limit your ability to serve more clients and provide timely, high-quality advice.
As the regulatory landscape grows more complex and clients demand faster answers and turnaround times, legacy tools will continue to thwart your ability to keep pace.
Modern tax software solutions, like UltraTax CS, offer a clear path forward. With integrated data management, automated calculations, and seamless e-filing, you’ll eliminate redundant steps and reduce the administrative burden on staff, completing more returns quickly and accurately.
Plus, you’ll be able to take on more clients without overextending your resources. As a result, staff can spend more time on profitable advisory work, shifting the firm from a compliance-heavy workload to a more strategic, client-centric business model.
Still not convinced? Among tax professionals who purchased UltraTax CS within the last five years and have used it for at least three months, 65% reported an increase in client capacity. This significant improvement highlights how investing in the right technology can directly contribute to firm growth.
“We have used UltraTax for 20 years and it is just a fit for our firm. The integration has been key along with the great community of other firms that use it and willingness to help each.”
Shayna B. Chapman
Founder & Chief Strategist, Shaynaco LLC
Key strategies for UltraTax CS implementation
But UltraTax CS must be challenging to implement, right?
Wrong.
By taking a proactive approach and leveraging Thomson Reuters Professional Services, your firm can get the most out of your new software and modernize your tax workflow without jeopardizing productivity or client service. Here’s how.
The most common concern when adopting new tax software is the disruption caused by switching from an existing solution. Firms often hesitate due to perceived complexity, time constraints, and fear of a steep learning curve — especially when transitioning during or near a busy season. These concerns are valid, but they can be addressed with the right strategy, planning, and support.
Thomson Reuters offers a range of implementation programs — including:
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- Group Implementation
- Guided Implementation
- Custom Scoped Implementation
All are designed to meet firms where they are in terms of experience and support needs.
Each plan includes live, instructor-led workshop and webinar training, interactive eLearning modules, and a dedicated point of contact to ensure a smooth transition.
Another key strategy for reducing disruption is implementing new software during the offseason (typically the summer months) when workloads are lighter. This timing allows your staff to take full advantage of the guided onboarding process and run test returns before next tax season.
When it comes to migrating data, robust conversion and migration services available through Thomson Reuters Technical Services simplify the process of moving client data, WIP/AR, and documents from existing platforms to UltraTax CS, saving significant time and reducing manual entry errors.
To solidify long-term success, Thomson Reuters also offers Continued Learning and Optimization programs. These programs include unlimited access to on-demand and live training, ideal for onboarding new staff, refreshing knowledge, or exploring advanced features as your firm’s needs evolve.
The hidden costs of not changing
From lost time and inefficiencies to missed opportunities for growth, firms that delay technology upgrades risk falling behind. In today’s digital-first environment, both clients and staff expect modern, intuitive tools that enhance productivity and streamline communication.
Firms that can’t meet these expectations may struggle with client retention, staff morale, and the ability to scale services effectively.
Among surveyed professionals who switched to UltraTax CS within the past five years and used it for at least three months, 52% reported a decrease in preparation time, with an average time savings of 39%. Further, 50% reported improved realization rates and saw an average profitability increase of 30%.
Are you ready to transform your CPA firm with UltraTax CS?
When it comes to technology implementation, now is the time to act — before next tax season arrives.
Whether you’re implementing UltraTax CS for the first time or looking to deepen your team’s expertise, Thomson Reuters Professional Services provides the tools, knowledge, and support to help your firm maximize efficiency and optimize your investment in tax technology.
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