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What Is CS Professional Suite?
Suite of products and services designed by accountants for accountants to manage workflow processes in professional accounting firms.
Who Uses CS Professional Suite?
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.
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Reviews of CS Professional Suite
Great product with very intuitive format
Comments: User friendly product with very great functionality!
Pros:
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.
Cons:
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.
Good software, wish it had some better features
Comments: 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.
Pros:
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.
Cons:
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.
after over 20 yrs of using their products i do not think they can get any worse
Comments: if i was not approaching retirement, i would have switched a year or two ago.
Pros:
seamless year to year setups, planning module
Cons:
the last few years too many programming issues, price has inflated significantly, service has gotten worse
Robust but geared toward large users
Comments: The customer service is good however even if it is their software that is the problem they will charge you to fix their issues. We have had two sales teams and both teams have been horrific. After initial sales they are no help at all. Spending 20K a year with them did not get their attention.
Pros:
Fully integrated suite of products that for the most part interact.
Cons:
Many of the integrated suite is long in the tooth like FileCabinet and Practice Management. There are much better products out there that are easier to use and more robust.
Alternatives Considered:
CS Professional Suite
Comments: I like the CS professional suite. I think it produces good reports and good client packages. The software offers many features. If you spend a lot of money you can have all your accounting and reporting packages fully integrate.
Pros:
I like that all their programs integrate. The integration saves time and reduces errors. This integration helps our clients retrieve all the data that we produce for them.
Cons:
I do not like that they raise their fees every year but do not seem to add new functionality. The fees increase by around 5% year after year.
