Practice CS Accounting Practice Management Software
How can Practice Management Software build a better firm?
Like all firms, you want your practice to succeed and you want to run your business with confidence. However, in today’s practice clients demand real-time information and feedback. This places pressure on your already limited and busy staff, and strains your current practice management software.
A recent customer survey shows 80% of accounting staff wastes more than 30 minutes a day searching for information, and 60% of staff are spending more than an hour a day duplicating work.1 This can cause inefficiencies and errors that affect your firm and clients. To fix it, you need to implement a standardized process to help you easily manage increasing workloads and increase transparency.
That’s why tax and accounting firms are turning to Practice CS. With Practice CS you can shift your firm from reactive to proactive, ready to adjust to swiftly changing demands from clients and outside forces like compliance requirements.
1 Practice CS Webcast: How do you unleash your firm’s full potential?; August 2016
Real-time access to information
You can operate your entire practice with peak productivity and have real-time access to essential firm, client and staff information with Practice CS.
Choose only the features you need
You can use just the features that apply to your firm, and disable those that don’t —because Practice CS has the ability to scale from a one-person office to a large multi-office environment with ease.
Flexible hosted solutions for your software
Because your firm has its own unique needs, you can choose from a variety of software delivery and hosting options. Whether you prefer web-hosted cloud computing or the more traditional local software installation configuration, you'll find it in the CS Professional Suite.
Drive efficiency with dashboards
Offering convenient dashboards with real-time functionality, this practice management software serves as a central hub, where you can get up-to-the-second data on firm operations, staff projects and client status — all in one place. With this knowledge, you can operate your firm at peak performance, making critical financial decisions and maximizing your efficiency.
Each dashboard is fully customizable. You and your staff can create the views that meet your unique needs.
Increase profits with advanced technology
Now you can quickly and easily create private, secure client portals in Practice CS to improve client service and save time. You can share files with clients, create new portals on the fly, and offer clients the option to provide electronic signatures.
Practice CS offers effort-saving technology including, integration with the CS Professional Suite and Microsoft Outlook®, paperless processing and web-based tools along with Project Management, Client Management and Staff Management modules to offer real-time insight.
Speed client payment with electronic billing
You can use Practice CS for more than just invoicing software for accountants. To achieve fast accounts receivable turnover, timesaving paperless billing features enable you to bill clients easily, create customized electronic invoices and statements, publish invoices online and accept credit card payments.
Comprehensive time and billing
Quickly and automatically record time and expenses and bill clients using virtually any billing method, such as fixed-fee, progress, retainer, etc. You can also create customized invoices and statements, record and track accounts receivable transactions and create detailed reports and summaries.
Flexible reporting options
Quickly access and print detailed information that gives you helpful insight into your business with comprehensive reporting capabilities. All of the standard reports can be customized to meet the needs of the firm.
With its easy-to-use custom formatting options, you can add customized charts and create and modify existing standard formats (including content, layout and appearance), and create new invoices, statements, reports, labels and letter formats.
Enjoy a more seamless workflow because Practice CS fully integrates with other products in the CS Professional Suite
Get productivity gains and time savings that are simply not attainable with any other software on the market today. See the examples of this workflow below.
Your client work is staged and ready in the Practice CS Project Management module, which moves the work through the office electronically.
You can monitor statuses and receive real-time updates (including any notes that employees have made during the preparation and delivery process), via the Practice CS Client Management Module and Mobile CS.
You received your clients’ source documents, tasks associated with the project are then assigned and scheduled using the Practice CS Staff Management module, with notifications appearing on each staff member’s dashboard as they are ready to be performed.
Mobile CS is a quick and easy way to access the software data you use to make decisions and run your practice every day—from your Apple iPhone®, iPad®, iPod touch® or Android device.
Build a Better Process, Build a Better Firm
In this free recorded webcast, learn how to make more data-driven decisions, align your firm with a standardized workflow and establish "mission control" for your firm.
An Introduction to Practice CS Professional Practice Management System
More than time and billing, see how this practice management software helps tax and accounting professionals operate at peak productivity, with real-time dashboard access to firm, staff and client info.
Practice CS receives high marks in the CPA Practice Advisor's 2014 review of practice management systems
Read the review
Product Brochure: Practice CS
Manage Your Firm
Find out how in the Practice CS brochure.
On-Demand Demo: Practice CS: Complete Firm Management
Manage Your Entire Practice with Practice CS
See how Practice CS helps you capture more revenue, strengthen client relationship, and manage your entire practice at peak productivity with real-time access to essential firm, staff and client information.
At Peak Performance
Landis & Associates runs like a well-oiled machine with help from Practice CS
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