CS Professional Suite Reviews

The software itself is a powerful tool. Coupled with the fantastic consulting teams who help us make it work best for our business.

Some items could be designed better but everything is functional and when the consulting team is used, we benefit so much more from the products and the features.

CS Professional Suite is a good tool to help manage payroll and pay your employees.

Some reporting features can be convoluted and be a little difficult to figure out without support.

seamless year to year setups, planning module

the last few years too many programming issues, price has inflated significantly, service has gotten worse

User friendly interface. Easy to navigate for the normal everyday business accounting tasks. Our accountant uses this software. I have enter daily bank transactions (EFT,check, ACH, cash ) deposits and check register for our accounts payable. Easy to navigate, set up transaction templates, etc.

Do not like how you toggle between accounts. There is one field for data entry and other field for viewing. Depending on what "buttons" you click on, the fields revert back and make it easy to enter transaction into wrong account. This is not a big deal, but rather a nuisance. Entries can be easily corrected. Fortunately, we use primarily one bank account for our practice.

- Quality
- Efficiency
- Easy to use
- Minimum costs

Some languages like Spanish language does not have support or usability on the platform.

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.

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.

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.

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.

well i like what they say the software does and how it is suppose to function however, it does not work as they say they cannot provide answers or fixes as to why it doesnt work client file drawers disappear they have no idea why or what happened how can you trust this company they do not follow their own privacy policies they are untrustworthy

I do not like that the software doesnt function that nobody at TR can fix my issues from months ago i dont like being harrassed to be buying additional products that likely dont work i dont like this company it is fraught with fraud

I like how Thomson Reuters offers a variety of comprehensive products. The bundling of their various softwares helps make use very convenient and ensures that the softwares are compatible with each other. The software is very sophisticated but user friendly at the same and is constantly updated and improved.

Setting up the system and making sure certain information carries forward into the next year can be tricky and time consuming. I would say the initial start-up is the hardest part but other than that, there isn't anything I really dislike.

The integration between products is what led me to buy the whole suite. UltraTax is the best product, easy to use, and has free support. The other products are much harder to set up and learn, and Thomson charges you for support for them, even if the problem you're calling about is actually a product bug.

They charge for support on all products except UltraTax. Practice is becoming a dinosaur, and badly needs to be updated. File Cabinet crashes multiple times every day.

Love all of these products. Generally easy to use and figure out and I love how they all talk to each other with the client codes you assign. Makes saving documents and client information very easy. It is also very simple for new accountants to learn.

Some of the functions can be difficult to master like creating new reports or creating queries to try and filter data. A bit archaic in these cases.

Highly in depth, performs complex tax calculations effectively, provides a great system for managing firm billings.

Sometimes the software can be a little clunky. The tax software could use an upgrade in ease of switching from data entry view to viewing the finalized tax return including all schedules and reports.

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.

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.

We use a lot of the suite products. The integration between the products is top notch and so helpful. Most of the products are relatively intuitive to use.

Some of the more advanced features are super cumbersome to figure out or are downright useless.

We use UltraxTax with Thomson Reuters. I had some questions about the software and was not able to find the answer online, I used the live chat customer service and they were able to help.

There is a UltraTax destination as instructions for input, but I was not able to find the most updated version available.

There are many different software products included in the CS Professional Suite umbrella. Each of these programs has its own pros but all of them allow tax and accounting professionals to serve their clients as effectively and efficiently as possible.

It's not really that user friendly if you are not in the tax or accounting field. It's also a bit pricey unless you have a sizeable clientele to support the cost.