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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

The AssetWriter field examination workpaper and report software stands out as the most comprehensive and widely utilized ABL Field Exam Software for conducting ABL due diligence, as evidenced by our impressive roster of clients. With the addition of a currency module, it facilitates international data inputs and produces a unified output in any chosen currency. Users can now take advantage of an advanced graphing feature that seamlessly integrates visual representations into both reports and workpapers. Moreover, it minimizes manual data entry and reduces errors by accepting data feeds from the AssetReader Data Analysis software, solidifying its position as the most integrated ABL package available. The "Template-Based" report configuration empowers users to tailor the design and content to meet the specific requirements of current lenders, while also enabling straightforward updates to older exams by revising the "Templates." This flexibility ensures that the software remains relevant and user-friendly in an ever-evolving financial landscape.

Description

The CS Professional Suite from Thomson Reuters represents the most extensive collection of integrated software and services tailored for tax and accounting experts. Whether you operate as an independent practitioner or manage a large accounting firm, it provides all the essential tools necessary for effective operation. Each software component is meticulously crafted to function cohesively within a unified system, allowing for the seamless sharing of data and workflows throughout your processes. You can select individual solutions or opt for the complete suite — either way, you will notice a significant boost in your firm's efficiency and profitability. Much like many accounting firms, you are likely overwhelmed with the everyday tasks that sustain your practice, leaving little room to focus on attracting new clients or enhancing your service offerings. To adopt a more strategic mindset, a comprehensive solution is vital to optimize your operations. Our Accounting CS software integrates various functionalities, such as write-up, trial balance, payroll management, and financial statement analysis, among others, to meet your professional needs effectively. By embracing this innovative suite, your firm can unlock new levels of productivity and service excellence.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Doc.It by IRIS
OneUp Networks
QuickFee
UltraTax CS

Integrations

Doc.It by IRIS
OneUp Networks
QuickFee
UltraTax CS

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

FinSoft

Founded

1996

Country

United States

Website

www.finsoft.net

Vendor Details

Company Name

Thomson Reuters

Website

thomsonreuters.com

Product Features

Commercial Loan

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

Product Features

Professional Services Automation

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

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