CS Professional Suite
Practice CS
World-class practice management software for accountants
Why choose Practice CS
Every day, accounting firms waste hours searching for information or duplicating work — and you can't afford to let these inefficiencies slow your business down. That's why so many accounting firms are turning to Thomson Reuters Practice CS to track their time and billing. But it's more than just time-and-billing software: Practice CS lets you onboard new staff easily, invoice your clients faster and more accurately, and analyze the profitability of your services over the long term. Which means you can boost revenue for your firm without increasing the workload of your staff. Shift your firm from reactive to proactive with our accounting project management software so you'll be ready to tackle any client demands or compliance requirements as soon as they come up.
Useful links
What you get with our accounting practice management software
Use our accounting firm practice management software to operate your entire practice at peak productivity with real-time access to essential firm, client, and staff information.
Scale the software to suit the size of your firm — whether large or small — and implement only the features you need.
A central hub of customizable dashboards provides up-to-the-second data on firm operations, staff projects, and client statuses.
Create electronic invoices, post bills online, and accept credit card payments, so you can collect payments from your clients faster.
Get a clear view of the costs associated with your firm's work by capturing and tracking billable time more efficiently.
Access detailed data that gives you helpful insight into your business, and take advantage of easy-to-use custom formatting options.
Practice CS recently received a 5 star review by CPA Practice Advisor
Learn how Practice CS can make a difference at your firm
Demo
Practice CS Introduction
See how Practice CS helps you capture more revenue, strengthen client relationships, and more.
Your guide to a streamlined, more profitable business
Get trusted answers on the technology you need to streamline workflows, simplify client data, and capture insights that boost your firm’s productivity and profitability.
Integrate Practice CS with these products and services to streamline your workflow
- 1
- 2
Once you've received your clients’ source documents, use the Practice CS Staff Management module to assign and schedule project tasks. Notifications appear on each staff member’s dashboard as tasks are ready to be performed.
Firm and Workflow Management
Practice CS Staff Management module
Add-on module for Practice CS that handles staff benefits and comp time, schedules, and assignments.
- 3
Prepare and review work in integrated applications, such as UltraTax CS, Accounting CS, and other CS Professional Suite programs, which can be launched directly from Practice CS.
Tax and Asset Management
UltraTax CS
Professional tax software for preparers that helps your team complete more income tax returns in less time.
Accounting and Auditing
Accounting CS
All-in-one professional accounting software with write-up, trial balance, financial statements, payroll, and more.
- 4
Quickly and easily create secure client portals in Practice CS to improve service and save time. You can share files with clients, create new portals on the fly, and give clients the option to sign electronically.
Client Portals and Websites
NetClient CS
Client portals that offer your clients 24/7 online access to your services.
Tax and Asset Management
UltraTax CS eSignature module
Add-on module for UltraTax CS that lets you easily gather electronic signatures for tax documents from anywhere.
- 5
You can monitor statuses and receive real-time updates (including any notes that staff have made during the preparation and delivery process) via the Practice CS Client Management Module and Mobile CS.
Firm and Workflow Management
Practice CS Client Management module
Add-on module for Practice CS that tracks your client interactions to keep your relationships going strong.
Two ways to use Practice CS in the cloud
Our hosted solutions offer remote software access, relieving you of IT burdens and providing industry standard security for you and your clients' data.
Get anytime, anywhere online access to CS Professional Suite and select Microsoft® products in the cloud.
Lease online versions of our entire award-winning CS Professional Suite, plus Microsoft® Office and Exchange.
Whitepaper
High-performance practice management software
Learn how firms like yours are optimizing their practice management strategy with Practice CS.
Testimonials
Customer testimonial
Kalena Bruce, CPA
Hear how Kalena Bruce uses Practice CS to save time.
Customer testimonial
Russell Stamm, CPA
See how CPA Russell Stamm manages his entire practice from one source.
Customer testimonial
James Huston, EA
See how James Huston reduces time spent on tracking with Practice CS.
I waited 6 to 8 months because of concerns over the price. My hesitation wasn't worth the potential revenue I now know I lost in that time. Practice CS paid for itself within 2 months, and it's still going strong.
5 top pain points of managing your firm
Matt Jagst and Darren Root discuss the common pain points of practice management.
Implementation best practices
Get recommended best practices for implementation and setup of Practice CS, along with additional information that can be used to make the best decisions for your firm.
Awards
CPA Practice Advisor 2020 Readers' Choice Award
Winner: Practice Management/Time & Billing Systems
Winner: Comprehensive Firm Workflow Systems
CPA Practice Advisor 2019 Readers' Choice Award
Winner: Practice Management/Time & Billing Systems
Winner: Comprehensive Firm Workflow Systems
Ready to start a conversation?
Need more information about how our solutions can work for you? Drop us a line and someone from our sales team will get back to you. Or you can call a representative in your region at +1 800 968 8900.
.png){kind=logo}
