UltraTax CS Integrations

With over a 15+ years of industry experience, we stand at the forefront of cloud technology, delivering cutting-edge solutions in Application Hosting, Managed Security Services, Public Cloud, and Hosted Virtual Desktops. Our dedication to innovation has garnered recognition, including the prestigious Best Outsourced Technology Provider in the CPA Practice Advisor Reader's Choice Award 2023 and the title of Most Innovative Cloud Solutions Provider in the Global Business Awards. Serving a diverse clientele of over 17,000, we thrive on overcoming challenges, devising strategies, implementing managed services, and modernizing cloud applications and infrastructure.

SmartVault makes it easy to digitize your documents and move to a totally paperless workflow. Scan files directly to the right folders and reduce hard-copy document clutter. SmartVault gives you a central document cloud storage solution for all your internal and client documents. From now on, you’ll be able to quickly find the file you need, when you need it, and share it securely with the right people.

The next generation of online software for accountants offers unprecedented flexibility and client support. Thomson Reuters Onvio represents the next evolution in online software for accountants. Onvio allows your team to collaborate online by bringing together key elements of your daily workflow. UltraTax CS integration gives you a solid set of tools to help your clients. It's accessible from any device so clients and staff can interact wherever, whenever, and however they want. Onvio provides enterprise-level security, making it the best choice for protecting your clients. Online software for accountants, which includes document management, time billing, client collaboration, and project managing.

A powerful, simple workspace that allows you to manage your clients, jobs, documents, teams and practice. TaxDome is workflow automation software specific to the tax and accounting industry. It allows you to automate processes and have clear visibility of your work. You can either use pre-made templates (bookkeeping and tax returns, payroll, resolution, etc.) or you can create your own repeatable, customizable business processes that can take your company to the next level. Your clients will love the white-labeled portal, regardless of their age or technical skills. It's secure, easy to use and available on mobile or desktop. TaxDome supports 11 languages, so you can now offer a client portal to your non-English speaking customers. Organize your practice using one platform for both internal management (workflow, CRM, reporting) and client-facing tools (document signatures, invoicing, messages).

SafeSend's mission it to automate the tax and accounting profession using innovative, emerging technologies that allow practitioners to work more efficiently and better serve their clients is its goal. Our unique and robust solutions make it easier for tax professionals and accounting firms to do their jobs more efficiently. SafeSend provides foundational technology solutions to the accounting and tax professions. SafeSend Returns®, our flagship offering, is a multi-year winner in the CPA Practice Advisor Technology Innovation Award. It has revolutionized the way that accounting firms digitally assemble and securely deliver tax returns packages to clients. TicTie Calculate®, an Adobe(r.) Acrobat®, plug-in for accountants, and SafeSend Exchange™, a secure, bidirectional file exchange system, are two additional tools we offer.

Verito Technologies offers accounting software hosting solutions for small businesses, CPAs and accounting firms. Accounting software hosting allows users to work remotely from any device, from any location. Connect with us to get enterprise-grade security and 99.995% uptime.

QuickBooks hosting allows users to access the same desktop QuickBooks application anywhere and at any time. This facilitates team collaboration and enables them to run an efficient and fast accounting operation. Multiple users can work together in one database. It removes the need to purchase expensive hardware and software resources, back up the data, as well as other data and resource management operations. Hosting a desktop version on the cloud of QuickBooks allows users to inculcate enterprise-grade protection for their resources, which is often not possible for small business owners. Ransomware and other threats are making it difficult to maintain top-notch security. A good backup practice will ensure that business critical data integrity is maintained at the highest level. Users do not have to pay extra for it. QuickBooks Hosting is used by over 5K users in the USA. Users can check it out with a 7-day free trial, with no CC.

Thomson Reuters Workpapers CS simplifies processes by allowing instantaneous collaboration, the ability to manage documents from a variety sources, and the ability for data and documents to be managed. Integrated research and tools are combined with powerful reporting capabilities to provide one solution for guidance and engagement for clients. You can collaborate in real-time with your team using a single interface, single-database structure. There is no need to sync, import or export information. Workpapers CS is available as a cloud-based installation or a local installation. This allows you to make a positive difference in the lives of your clients' businesses. The advanced binder system, configurability and power efficiency features make it easy to work. Import data from a spreadsheet to quickly verify client balances and transfer it to tax returns. All team members have simultaneous access to tax papers and trial balances. Each role has its own dashboard.

Thomson Reuters CS Professional Suite offers the most comprehensive suite of integrated software and services for tax and accounting professionals. It can be used by any size accounting firm, whether you are a sole proprietor or an enterprise. Each piece of software can be used together seamlessly, sharing data and processes throughout your workflow. You'll be amazed at the impact CS Professional Suite has on your firm's productivity, profitability, and overall productivity. Your practice is like most accounting firms. You are busy with the day-today tasks that keep it running, which leaves little time to build new business or offer high-value services. A complete solution is required to streamline your operations and take a more strategic approach. Accounting CS is our professional accounting software designed for accountants. It combines write-up and trial balance, payroll, financial statements analysis, and other features.