Wer nutzt diese Software?

Cloud-based & on-premise accounting solution that helps businesses of all sizes manage operations, taxes, auditing, documents, payroll, workflow and more via a self-service portal.

Durchschnittliche Bewertung

21 Bewertungen
  • Gesamt 4 / 5
  • Benutzerfreundlichkeit 3.7 / 5
  • Kundenservice 4 / 5
  • Funktionen 4 / 5
  • Preis-Leistungs-Verhältnis 3.4 / 5

Produktdetails

  • Preisinformationen Contact Thomson Reuters for pricing details.
  • Kostenlose Version Nein
  • Kostenlose Testversion Ja
  • Einsatz Cloud, SaaS, Web
    Installiert - Windows
    Mobile - iOS Native
    Mobile - Android Native
  • Training Persönlich
    Live Online
    Webinare
  • Kundenbetreuung 24/7 (Live Vertreter)
    Support während der Geschäftszeiten
    Online

Angaben zum Hersteller

  • Thomson Reuters
  • http://thomsonreuters.com

Über CS Professional Suite

Suite of products and services designed by accountants for accountants to manage workflow processes in professional accounting firms.

CS Professional Suite Funktionen

  • Abrechnung & Rechnungsstellung
  • Angebotserstellung
  • Angebotsmanagement
  • CRM
  • Dokumentenmanagement
  • Kundenportal
  • Portfoliomanagement
  • Projektmanagement
  • Ressourcenmanagement
  • Werkzeuge zur Zusammenarbeit
  • Zeit & Kosten Verfolgung
  • Abrechnung & Rechnungsstellung
  • Dokumentenmanagement
  • Fälligkeits-Tracking
  • Für CPA-Firmen
  • Genehmigungs-Workflow
  • Kundenmanagement
  • Kundenportal
  • Mitarbeiter-Management
  • Projektmanagement
  • Zeitverfolgung

Die hilfreichsten Reviews für CS Professional Suite

Good software, wish it had some better features

Bewertet am 7.8.2019
Brittany S.
Office Manager
Buchhaltung, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
3 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
4 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: We are managing all of our tax projects within the CS Suite. From preparing the return, to tracking clients and where their projects stand, to sending and receiving client documents within the integrated "Drop Box" portal system.

Vorteile: The entire suite serves the purpose of getting the job done. We have several of the Suite programs and that has made doing things like sending tax organizer out a much simpler job within their interface.

Nachteile: Learning how to properly use the software within our unique environment has been a huge challenge. Google provides no help and their own "help and how-to center" only provides so much information. I wish their products integrated better between themselves.

Thomson Reuters - Highly Recommend

Bewertet am 31.12.2018
Verifizierter Rezensent
Tax Senior
Buchhaltung, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
4 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Overall, my experience with CS has been positive. I'm able to print legible and clear returns with detailed support. It is a very sophisticated and user friendly software with a lot of efficient functions. I learn something different everyday.

Vorteile: Among other things, my favorite feature is how the tax preparation software allows you to instantly view where your input figures carry to on the official government forms. I also like how you can work backwards, such as, when you can't locate an input page, if you click on the line of the official form where a number should be, the program will take you to the correct input sheet.

Nachteile: Sometimes, the program will undergo glitches and miscalculate or not calculate various credits or taxes. Some of the elections could be easier to locate if they were included on the "general" tab.

Great product with very intuitive format

Bewertet am 1.7.2019
Verifizierter Rezensent
Supervising Senior
Buchhaltung, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
3 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
3 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: User friendly product with very great functionality!

Vorteile: At my firm, we use a variety of CS professional Suite products. All of the software is very intuitive, we can easily see how the input will look like when printed. Especially UltraTax makes it so easier for the preparers and reviwers as it lists its diagnostic functions and "FYI"s. Also, it has very detailed instructions. For example, you can just google "Ultratax multistate filings", then you will see a list of instructions provided by rep.

Nachteile: It can run slow because very often we need to run many other programs such as Excel and Outlook. Also, sometimes UltraTax does not allow hard input. Instead, we need to find a certain way to input information to be correctly presented.

CS Professional Suite Products

Bewertet am 13.4.2019
Courtney K.
Administrative Coordinator
Buchhaltung, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
4 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: I use these products daily, and overall have had a great experience and would recommend to other companies.

Vorteile: We use a variety of CS professional Suite products! All of the software is very user friendly, we also purchase hardy copy and e books and the support staff is always helpful.

Nachteile: The Capatcha verification can be frustrating at times, it is very sensitive and if you do not select the specific boxes it wants then you end up repeating the process multiple times before you are able to access the system. Also, at times we have had to call support for technical "issues" and then receive a bill for it - I find to be a little unreasonable; that is what support is for.

Very average in most respects some products like practice are better than others like UltraTax

Bewertet am 5.5.2018
Harold M.
Shareholder/Officer
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
3/5
Gesamt
4 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
4 / 5
Kundenbetreuung
2 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Good integration between the different products, but unfortunately to the exclusion of integrating with anything else.

Vorteile: Good integration between the various products. Good user interface design for some products like Practice CS but not for others. The tax product is generally very accurate once you figure out how to use it well. I like the multiple screen ability.
The Practice product will allow you to open and sign in multiple times which can make up for the slow changing of screens. We tend to open a copy with the employee dashboard and then open another copy of the program to keep the client dashboard open so we can update projects and the like. This is the only way to deal efficiently with the slow screen changes. Good reporting, good support when calling in, but slow with email.
Great diagnostics for Ultra Tax. The ability in Ultra Tax to open both input and forms screens at the same time is nice.

Nachteile: First it is 32 bit and so does not interface well with other programs. Runs slow because it can only take advantage of limited memory. Runs even slower if you have very many other programs open (outlook, excel, word, etc). Many features only work if you have an older 32 bit operating system. For example you cannot click the email address of a client and generate an email that also stays attached to their client detail unless you are using 32 bit email software on a 32 bit machine. The Ultra Tax user and data entry is one of the worst I have seen, very outdated. At times you have to switch multiple screens to input basic stuff. Trying to locate where to make an entry can be an exercise in frustration.
Ultratax is very accurate when the return is completed but a mess when trying to figure out how to do data entry.
Does not integrate with other calendar apps to get your appointments onto a preferred product for you calendar. You can only use the online version and access it or push everything up to the cloud for their mobile version.
So the bottom line is slow, their tech support said they have no plans to write a 64 bit version, awkward data input for the UT product. Tax return data entry is about 35% longer than on our prior product.

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