Consulting for CS Professional Suite
More Than Just Software Training
Our consulting offerings go beyond software training to help you streamline your workflow at a product level, firm level or both. We’ll work closely with you to review processes and configurations and provide a comprehensive plan to ensure you meet your goals. From implementation to workflow efficiencies, we’ve got you covered.
Product Implementation Services
Need to get up to speed on new software? Consider our Product Implementation services, which guide you through a proven implementation process from start to finish.
Product Optimization Consulting
Need help getting more out of your software? Our Product Optimization consultants can help you analyze your current software use and ensure you’re getting the most out of your investment.
Product Optimization Consulting is available for Accounting CS, AdvanceFlow, Engagement CS, GoFileRoom, GoSystem Tax RS, NetClient CS, Practice CS, UltraTax CS, and Workpapers CS.
Business Workflow Consulting
Looking to improve overall workflow processes in your firm? Our Business Workflow Consulting will help you gather real-time data about your firm processes and see where you can gain efficiencies and improve ROI.
How It Works
Working with your consultant, your firm will follow the four phases of business workflow consulting noted below and conclude with a detailed report and review session.