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CS Professional Suite

Practice CS Client Management Powerful client management software for accountants

Why choose Practice CS Client Management module

Strengthen your client relationships and nurture business prospects with easy-to-use, comprehensive CPA practice management software. Thomson Reuters Practice CS Client Management module logically organizes and stores all client interactions in a single, customizable location — enabling you to record, access, and monitor every detail of client activity in your office.

 

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Introduction to Practice CS

See how this practice management software helps tax and accounting professionals operate at peak productivity.

What you get with our accounting practice management software

Synchronize contacts

Sync up with your Microsoft® Office contacts in real time for the most current information in both applications.

Record interactions

Record and save phone calls and notes for every client phone call, email, billing, or face-to-face meeting.

Track phone calls

Ensure you’re invoicing accurately by keeping track of time spent on the phone with clients.

Practice CS Client Management customers also buy these solutions

In addition to optional project and staff management modules, Practice CS works with other CS Professional Suite products like NetClient CS for easy signature requests.

Two ways to use Practice CS Client Management 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.

Virtual Office CS

Get anytime, anywhere online access to CS Professional Suite and select Microsoft® products in the cloud.

Software as a Service for CS Professional Suite (SaaS)

Lease online versions of our entire award-winning CS Professional Suite, plus Microsoft® Office and Exchange.

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.

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