Thomson Reuters

CS Professional Suite

4 / 5 4 reviews


Average Ratings

4 Reviews
  • 4 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Thomson Reuters
  • thomsonreuters.com

About CS Professional Suite

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


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CS Professional Suite Features

  • Billing & Invoicing
  • Client Portal
  • Collaboration Tools
  • CRM
  • Document Management
  • Portfolio Management
  • Project Management
  • Proposal Generation
  • Quote Management
  • Resource Management
  • Time & Expense Tracking

CS Professional Suite Reviews Recently Reviewed!


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

May 05, 2018
3/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: 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.

Cons: 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.

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

Excellent Tax Software

Jun 13, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Pros: Thompson Reuter contacted our firm after TaxWorks bit the dust. The final year of TaxWorks was a train wreck (they made a software change that we all needed to fight and muddle through, spending hours upon hours with our IT to complete returns. UltraTax by Thompson Reuter is a great product

Cons: It is pricey, and contacting Customer Service can be hit and miss. Just me experience, but it seems they staff heavily during tax season, but the rest of the year are bare bones.

Overall: It's a reliable product

Practice CS and File Cabinet CS

Feb 02, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money

Comments: I am only reviewing these two products in the Professional Suite because they are the only two I use on a regular basis. Practice CS helps me keep track of our clients information, staff time and client billing, plus all the reports I need to run. I find it to be user friendly and the customer support for this product has been excellent. Although you will get billed for using Thomson Reuters customer support so that is a downside. Practice CS is set up well, everything is easy to find on a stationary menu on the left side. Keeping track of invoices paid vs. owed is easily done with the many reports you can run. Thankfully Thomson Reuters helps you set everything up when you first start out. File Cabinet CS is a great digital filing system that works with scanned PDF documents and different file types. It has helped to cut down on the mounds of paper we store and print. I highly recommend it if you are needing a digital filing system. There is one negative however, the client IDs have to be set up slightly different in File Cabinet and Practice. This has caused some confusion and trouble with billing clients correctly. I am not sure why the programs are not using the same configuration for client IDs when they are made by the same company. maybe it is something Thomson Reuters can address in the future.

Can professional suite

Nov 17, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Extremely
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Pros: INTEGRATION

Cons: COST, AND NOT LATEST TREND

Overall: Excellent integration. Expensive and late in latest trends. ACCURACY IS HIGHPOINT. GOOD EFFICIENCY AVAILABLE.

Recommendations to other buyers: NO