Watch your firm's skills grow this summer!
Our Best Practices Summer Series training classes—available regionally and
online—include demonstrations, lectures, and question and answer sessions that
introduce you to new ways of using our software to streamline your processes and
customize your client services—all while earning valuable CPE credits!
Our analysts have developed a number of best practices that can save you time and
maximize your firm's productivity, and is based on information learned over the course
of hundreds of product installations with users from all over the country.
All classes are just $130 per person, per session. (Note: All web-based classes
require a high-speed Internet connection.)
UltraTax CS™ Office Tools
The Office Tools in UltraTax CS offer efficient and flexible features that can save
you time through the Client Status and Data Mining capabilities. This class will:
- Discuss the Office Tools most firms use, and the Office Tools available in
UltraTax CS.
- Enhance the tracking and interaction of your client data with the Client Status
feature to define, set up, and log events related to your clients.
- View the status summary: print standard client listing reports, view custom
status in graph or grid format, export data to a spreadsheet, and use the Home
Page to glance at key activities.
- Easily identify your clients' tax and accounting needs, pinpoint tax savings
opportunities, and target your client communications effectively by using the Data
Mining feature.
- Examine the various ways you can data mine to present results: print standard
reports, create custom reports and letters, email client letters, export search
results to a file, and generate mailing labels.
Who should attend: Data entry staff and preparers who use UltraTax
CS in the office and who want to increase office efficiencies and streamline access to
your client's information and return status.
Prerequisites: General knowledge of UltraTax CS, as well as an
understanding of how your firm currently tracks the progress of the clients and the
types of communications your firm delivers to your clients.
CPE credits: 3
Register online for this class or call (800) 968-8900 to speak to a CS
Professional Suite Account Representative.
Back to Top
Financial Statement Best Practices
This class examines the financial reporting process and identifies best practices
within the CS Professional Suite Accounting products. Bring your own experiences into
this collaborative environment and join the discussion about how you can use financial
statement formatting to meet your firm's standards—and your clients' needs.
- Discuss strategies for the most efficient statement formatting using the CS
Professional Suite Accounting Financial Reporter module.
- Use grouping methods appropriately for Write-Up CS™ and/or Trial Balance
CS™.
- Prepare master client templates to build standardization into your processes.
Who should attend: Firm members who are interested in maximizing
efficiency of existing and new statement procedures, as well as expanding statement
analysis.
Prerequisites: General understanding of the Financial Reporter
module, Write-Up CS, and/or Trial Balance CS.
CPE credits: 3
Register online for this class or call (800) 968-8900 to speak to a CS
Professional Suite Account Representative.
Back to Top
Engagement CS™ Best Practices
Due to the increase in the accounting professional's workload, new AICPA risk
assessment standards, and staffing shortages, many firms are looking for advanced
engagement technology solutions to improve efficiency and control. This class will
help you manage your end-to-end workflow in an efficient, secure, and paperless
environment. No advanced preparation is required to take this class.
- Save time by importing a spreadsheet and make the most out of standardized
leadsheets.
- Use linking to efficiently prepare workpapers and access PPC® programs.
- Examine powerful diagnostic reports for use by both the preparer and the
reviewer.
- Discuss the paperless engagement technology options available to your firm.
Who should attend: Preparers and reviewers who use Engagement CS
in the office or in the field and who want to increase efficiency with a paperless
workflow.
Prerequisites: Knowledge of Trial Balance CS.
CPE credits: 3
Register online for this class or call (800) 968-8900 to speak to a CS
Professional Suite Account Representative.
Back to Top
FileCabinet CS™ – Tips for Managing Your Paperless Office
Do you use FileCabinet CS to manage your paperless office? Do you have questions
about the daily tasks you need to accomplish? Would you like to learn some tips for
making the paperless office even more efficient? Come join the discussion about
common questions, gather tips and techniques, and bring your own experiences to
discuss!
- Discuss tips to help manage your scanned documents.
- Discover Microsoft Office® integration tips.
- Discuss the options available to help you determine the best course of action
for your firm regarding data size and performance, now and in the future.
- Discover tips to help you deliver documents without adding more tasks to
your workflow.
- Examine the FileCabinet CS features to solve real-world concerns!
Who should attend: FileCabinet CS users who have already
implemented paperless processes and want to take advantage of everything available to
them.
Prerequisites: It is recommended that you have a working knowledge
of FileCabinet CS and an understanding of how the program is being used in your
office.
CPE credits: 3
Register online for this class or call (800) 968-8900 to speak to a CS
Professional Suite Account Representative.
Back to Top
Practice CS™ Best Practices
If you're still thinking of Practice CS as primarily a time and billing program,
this class will open your eyes to the many ways you can use Practice CS as a tool to
manage and evaluate every aspect of your firm. You'll learn tips and tricks to use
Practice CS to its fullest potential.
- Find out how to centralize your firm's information using the built-in
dashboards.
- Hear detailed best practices on the usage of various portlets.
- Discover ways to centralize your firm's processes with a workflow hub.
- Get tips to help manage your project workflow and achieve zero-time data entry.
- Use the report writer to customize your reports.
Who should attend: Anyone who wants to use Practice CS to its
fullest capabilities.
Prerequisites: Some Practice CS knowledge.
CPE credits: 3
Register online for this class or call (800) 968-8900 to speak to
a CS Professional Suite Account Representative.
Back to Top
New this summer!
Time Management
Best Practices
(Not available via the web - offered regionally only)
Are you or your staff putting off till tomorrow what you could be doing today? Do
you attend meetings that you know could be more productive? Do you want to learn how
to use available technology to help you manage your business? Then this is the class
you must attend this summer. Time Management Best Practices, designed especially for
the professional, will help you organize your day, organize your staff, and organize
your firm to increase productivity and efficiency.
- Use technology to help manage your day and schedule your staff.
- Find out how to schedule and plan effective meetings.
- Protect your time by properly handling interruptions.
Who should attend: Anyone who wishes to use his or her time more
effectively and efficiently.
Prerequisites: None.
CPE credits: 3
Register
online for this class or call (800) 968-8900 to speak to a CS Professional
Suite Account Representative.
Back to Top
New this summer!
Maximizing Your
Business with Excel®
Do you want more from your spreadsheet data? Do you want to better understand the
integration between the CS Professional Suite and Microsoft® Excel? Then you don't
want to miss this class! Discover all the ways you can use Microsoft Excel to analyze
your data and help manage your business and your clients.
- Use conditional formatting to highlight pertinent information.
- Use the sort and filtering menus to manipulate data to appear exactly as you'd
like to view it.
- Utilize macros for maximum efficiency in your spreadsheets.
- Import and export data to and from the CS Professional Suite.
- Use links and hyperlinks to update spreadsheets and navigate quickly.
Who should attend: Those professionals who use spreadsheets to
analyze their data and want to know how Microsoft Excel can help.
Prerequisites: Basic understanding of Microsoft Excel.
CPE credits: 3
Register online for this class or call (800) 968-8900 to speak to
a CS Professional Suite Account Representative.
Back to Top
Money Saving Discounts
Buy 3, Get 1 FREE!
In addition to the low $130 per person, per class fee, you can get
even more for your money when you enroll at least three of your firm members in a Best
Practices Summer Series class. For every three enrollments you purchase,
you'll get a fourth FREE!
Register Early and Save $25!
Register at least two weeks prior to the training date and save $25 per
attendee.
Back to Top
CPE Credits
Thomson Reuters, Tax & Accounting, Professional Software & Services is registered
with the National Association of State Boards of Accountancy (NASBA) as a sponsor of
continuing professional education on the National Registry of CPE Sponsors. State
boards of accountancy have final authority on the acceptance of individual courses for
CPE credit. Complaints regarding registered sponsors may be addressed to the National
Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN.
37219-2417 or by visiting the website: www.nasba.org. NASBA Sponsor # 103153. NY # 000688. TX # 000261.
Back to Top
