A Whole New Approach to Practice Management

Practice CS brings together all of the information and tools that you use daily into one convenient location. The system is organized into four fully customizable digital dashboards—Staff, Client, Firm, and Home—and each dashboard is a collection of real-time portlets containing current information. Each dashboard is fully customizable, so you and your staff can create the views that meet your unique needs.

• Staff Dashboard—Allow staff to access their own personal information. This dashboard integrates with Microsoft® Outlook® email, calendar, and tasks.
• Client Dashboard—You can access demographic data, billing history, payment history, current balances, WIP, emails specific to the client you have open, and other client-specific information. From the Solutions portlet, you can easily access CS Professional Suite programs and any other programs that you use for each client.
• Firm Dashboard—Get an at-a-glance view of the state of your firms receivables, billings, collections, profitability, staff productivity, and historical information.
• Home Dashboard—Use the Home Dashboard to display multiple portlets such as system information, RSS Feeds, Practice CS News Feed, Web Pages, and many others.

Comprehensive Time and Billing and Reporting Functionality

Practice CS enables you to quickly and automatically record time and expenses, create customized invoices and statements, record and track accounts receivable transactions, and create detailed reports and summaries.

Automated Timekeeping

A small and convenient desktop timer is available to use with any application. The timer automatically records time spent on various projects. You can then easily transfer data into the Time and Expense Entry.

Standard Reports Also Fill Custom Reporting Needs

The comprehensive reporting capabilities in Practice CS enable you to quickly access and print detailed information that will give you helpful insight into your business. In addition, all of the standard reports can be modified to fit custom requirements. Practice CS includes the following standard reports and categories:

• Listing
• Production
• Billing
• Collection
• Reconciliation

Scalability

Practice CS has the ability to scale from a small one-person office to a large multi-office environment with ease. You can choose to utilize those features that apply to your firm, and disable those that don't apply.

Practice CS Integrates with CS Professional Suite

Capitalizing on more than 25 years of experience serving the accounting profession, CS Professional Suite offers a complete line of fully integrated tax and accounting software. Practice CS, one of the CS Professional Suite products, is fully integrated with the other applications. This integration guarantees productivity gains and time savings that are impossible with any other software on the market today.

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