Audience
CPA firms that need one practice management tool to control time, billing, projects, staff assignments, client work, and profitability
About Practice CS
Practice CS is a world-class practice management tool for accountants, built to help firms reduce wasted time, avoid duplicated work, and manage the business of the practice with better visibility and control. More than time-and-billing software, Practice CS helps accounting firms onboard new staff easily, invoice clients faster and more accurately, analyze service profitability over the long term, and boost revenue without increasing the workload of the staff. It shifts the firm from reactive to proactive practice management, so teams are ready to handle client demands or compliance requirements as soon as they come up. It gives real-time access to essential firm, client, and staff information, helping the entire practice operate at peak productivity. It scales to suit the size of the firm, whether large or small, and lets users implement only the features they need.
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Visibility & Control
Enjoy peace of mind knowing where every job stands, who’s working on what, and what’s being said to clients. No blind spots, and nothing falls through the cracks.
Automation & Efficiency
Get more out of every team member by automating tasks, standardizing common processes, scheduling data collection and scaling onboarding.
Collaboration & Connectivity
Unite the firm with one place to collaborate on email, clients, jobs and tasks. Get more work done together, whether people are remote or in the office.
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Accounting CS
Accounting CS is a professional accounting tool for accountants and CPA firms, built to streamline operations and help firms take a more strategic approach to client service. It combines write-up, trial balance, payroll, financial statement analysis, and more in one complete solution for firms that serve multiple clients across different industries and entity types. Accounting CS is designed to give firms flexibility while reducing the time spent searching for and entering data. Its smarter interface automatically finds and verifies much of the information users need and integrates with other applications automatically, helping staff work more efficiently and focus on higher-value services. It can pull data directly from client spreadsheets or QuickBooks and integrate transactions with financial institutions, making it easier to bring client information into the workflow. Firms can work with different entity types, reporting periods, locations, and departments.
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Portal 360
Portal 360 is an AI‑powered practice management and client portal platform built for accounting firms and bookkeepers looking for a simpler, more connected way to run their practice. It centralises client communication, tasks, workflows and file management into one intelligent system, giving teams full visibility and reducing daily admin. With a unified inbox and secure client portal, every email, document, task and approval stays linked to the right client.
Portal 360 integrates seamlessly with Xero (Practice and Client Files) and MYOB, keeping financial data aligned with workflows and eliminating double handling. Smart workflows simplify task assignment, approvals, deadlines and workload management. Available on web, iOS and Android, Portal 360 helps firms reclaim 15–20 hours per staff member and achieve 30–50% efficiency gains, improving client experience, lowering costs and supporting sustainable growth.
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Integrations
Company Information
Thomson Reuters
Founded: 2008
Canada
tax.thomsonreuters.com/us/en/cs-professional-suite/practice-cs
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Videos
Support
Phone Support
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