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AdvanceFlow®

CS Professional Suite®

REUTERS/Jorge Silva

Winner: Audit/Engagement Tools

Tax.TR.com/AdvanceFlow
REUTERS/Srdjan Zivulovic

CS Professional Suite
From Thomson Reuters
Knowledge You Can Trust
The Tax and Accounting business of Thomson Reuters — the world’s leading
information resource — brings you the most comprehensive line of integrated
software, research, and guidance available to the accounting profession.

Powerful. Productive. Profitable.


The CS Professional Suite® combines powerful data sharing, paperless
processing, and online convenience to help you achieve a more productive and
profitable practice. After all, when you’re able to customize just the right mix of
suite solutions for your firm, you can do some amazing things — like streamline
firm workflow, strengthen client ties, and maintain a competitive edge. And that’s
pretty powerful stuff.
Keep reading to go beyond integration — and straight to real-time collaboration.
Table Of Contents
AdvanceFlow

AdvanceFlow 3
Cloud-Based Convenience 4
Powerful Workpaper Management Features 5
Sophisticated Trial Balance Capabilities 6
Unparalleled Integration 7
Enterprise-Level Security 8
Integration With NetClient CS Client Portals 9
AdvanceFlow and GoFileroom 10
System Requirements 12
Training and Consulting Options 13
Thomson Reuters Audit Solutions
Thomson Reuters Audit Solutions EXPERIENCED
• Experienced auditors on staff - over 300 years of
combined practice experience
• Authors are practicing CPAs - some of the most
knowledgeable, experienced professionals in the industry
• Deep industry experience offers practical, “how to”
solutions
• Developed by practitioners, for practitioners

TRUSTED
• Time tested and proven
• Always current and reliable
• Overarching QC system provides consistency, efficiency,
and peace of mind
• Peer reviewed for over 30 years
• Used by over 80% of the Top 100 U.S. firms and
over 90% of firms across the U.S.

Thomson Reuters Audit Solutions EXPERIENCED


• Experienced auditors on staff - over 300 years of
COMPREHENSIVE
• Complete research and guidance solutions
• Extensive breadth and depth of industry coverage
combined practice experience
• Latest news and current awareness

Thomson Reuters Audit Solutions • Authors are practicing CPAs - some of the most
EXPERIENCED
on staff
experience - over
offers
• CPE and Training options (online, in-house, Checkpoint
knowledgeable, experienced professionals in the industryLearning, AuditWatch)
•• Experienced
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practical, “howofto”
combined
solutions practice experience EFFICIENT

Thomson Reuters Audit Solutions •• Authors


Developed
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knowledgeable, experienced professionals in the industry
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• New streamlined engagements
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• Deep industry
combined experience
practice offers practical, “how to”
experience
TRUSTED solutions • Tailored solutions for small noncomplex audits
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• Developed
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professionals
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• Overarching
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and proven for practitioners
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Overarching
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• Extensive breadth and depth of industry coverage Engagement CS and AdvanceFlow
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• Latest news and current awareness
COMPREHENSIVE
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• CPE
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© 2013 Thomson Reuters/Tax & Accounting. All Rights Reserved. • Complete research and guidance
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T-600589 • Extensive breadth and depth of industry coverage

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EXPERIENCED
• Experienced auditors on staff - over 300 years of
• Latest news and current awareness
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Learning,
and guidance
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engagements
AuditWatch)
in-house, Checkpoint
• combined
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practice experience • New
• Extensive streamlined
breadth and depth ofengagements.
• Consistency across engagements
industry coverage
• Latest news and current awareness
• Authors
300 are practicing CPAs - some of the most
years of combined practice experience.
knowledgeable, experienced professionals in the industry • • Automated engagement processes
EFFICIENT
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and peace ofauditors
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• Developed by practitioners, for practitioners

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Multiple options to meet your firm’s needs.
• Use with any engagement software or integrate for a
INNOVATIVE
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FLEXIBLE
• Advanced any engagement
technology—desktop, software or integrate
cloud, and mobile
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• Used by over 80% of the Top 100 U.S. firmsinand ••• Multiple
for aoptions
Dynamic audit
to meet your firm needs
complete
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over 90% of firms across the U.S.
the industry Use with any engagement software or integrate for a
Checkpoint Tools and SMART Audit Suite
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COMPREHENSIVE • Leading engagement management—
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and AdvanceFlow

Extensive breadth and 30


depth of industry coverage
Innovative
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INNOVATIVE
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• Peer
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uters/Tax & Accounting. All Rights Reserved. •• Time
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andAdvanceFlow
SMART Audit Suite
• Always current and reliable
Learning, AuditWatch) • Dynamic audit process; Checkpoint Tools
• Peer-reviewed
• Overarching for more
QC system provides thanefficiency,
consistency, 30 years. • Powerful online resource—Checkpoint
COMPREHENSIVE
and peace of mind • Leading
andengagement
SMART management—
Audit Suite.
uters/Tax & Accounting. All Rights Reserved. • Used
EFFICIENT
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research
reviewed moreand30
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uters/Tax & Accounting. All Rights Reserved. • Automated engagement
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(online, in-house, Checkpoint
Comprehensive
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• Tailored
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for small noncomplex audits
• Complete research and guidance solutions
• Complete
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FLEXIBLE
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breadth and and guidance
depth of industry coverage solutions.
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• Latest news engagements
and to
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• Extensive
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• Tailored any size audit, largenoncomplex
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FLEXIBLE
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• Dynamic systemprocess—
REUTERS/Andrew Winning

Cloud-Based Convenience Meets Enterprise-Level Power:


AdvanceFlow
AdvanceFlow is the first audit management application that gives you the power to work and collaborate
on even the most complex jobs anytime, anywhere. Engagements, workpapers and colleagues are available
in real time with just a click, whether you’re in the office, in the field, or anywhere else.
It’s a new level of convenience and a new set of possibilities — backed by the audit management and trial balance
power to handle the most complex clients and the most data-intensive jobs.

Powerful workpaper management


We’ve built in features that make it easy to manage even the most data-intensive engagement, with extensive
templates, a high level of customizability, the ability to perform several tasks at once, and much more.

Sophisticated trial balance capabilities


The working trial balance in AdvanceFlow has the power you need, even for large consolidation and fund clients.
Fast imports and sophisticated filtering and tabbing help you get the job done quickly and accurately.

Streamlined document management


AdvanceFlow is built to complement the GoFileRoom® platform that’s already used by most of the top accounting
firms across the US It integrates document management into the audit process, paving the way to more
streamlined workflows and making it easy to maintain a consistent document retention policy across the firm.

Unparalleled integration
AdvanceFlow features deep integration with a variety of other applications including PPC’s SMART Practice Aids®,
GoSystem Tax® RS, UltraTax CS®, a variety of other tax applications, and the Microsoft® Office suite of products.
• Anytime-anywhere access to the full functionality of AdvanceFlow, as well as all workpapers and data.
• Real-time collaboration with no syncing, no complicated file transfer process, and no version control issues.
• Flexible system configuration allows each staff member to customize their workspace to fit their job
and provides customizable security settings.

Cloud-based convenience
The cloud-based architecture of AdvanceFlow puts the tools you need for complex audits at your fingertips —
anytime, anywhere. No downloads, no versioning contacts, no software installations, or updates.

AdvanceFlow | 3
Cloud-Based Convenience
The first application of its kind that’s designed to work completely in the cloud, AdvanceFlow makes all
the resources you need available anytime, anywhere. The full power of the application is available to you in
the cloud; even linked balances and integration with third-party software are available in the office, in the field,
or anywhere else.

Just log in and go to work


• Real-time collaboration capabilities enable you • I nstantaneous access to the entire audit,
to work and exchange files with colleagues online, including engagements, workpapers, files, trial
from anywhere. balances, reports, and notes. All in real time,
all with just a few clicks.
• Reduced IT burden with no syncing, no version
control issues, no complicated assignment, or •U
 ltimate security and reliability from a network
transfer of files. The full power of the application of world-class data centers means that your
is just a username and password away. applications and data stay safe and secure.

Cloud-Based Power
With AdvanceFlow, your workpapers are just a click away.

4 | Tax.TR.com/AdvanceFlow
Powerful Workpaper Management Features
We understand that enterprise-level engagements require a higher level of data processing and multitasking.
So we’ve built an extensive variety of workpaper management features into AdvanceFlow, enabling your team to
get the job done faster and more accurately — no matter where you happen to be.

Customize your workspace Get up and running fast


• Multi-monitor support gives you a larger • Powerful documentation capabilities make it easy
workspace and enables you to customize it to fit to add documentation quickly and even enable users
the way you work. to add many documents at once.
• Customizable workspaces with tabs, ribbons, and • Extensive template library helps you get started fast
windows that each user can arrange in any way they with an extensive selection of pre-created folders
choose according to their specific job requirements. and structures.
• Workpaper Preview feature enables you to • Multi-user access enables multiple users to access
view many workpapers without opening their workpapers and trial balance simultaneously — the
native application. same set of workpapers can be edited and reviewed
at the same time.
• Engagement Window feature provides a fast
overview of current projects and intuitively associates • Powerful multi-tasking capabilities enable you and
related entities. your colleagues to perform several tasks at once.
Begin an import or export, assemble workpapers,
• Workpaper wizard makes it easy to create leave notes, and create journal entries, all without
Microsoft Excel® spreadsheets and Microsoft Word® having to wait for the prior process to finish.
documents that link to the trial balance.

Customizable Workspace
AdvanceFlow enables you to
separate individual tabs for
display in a separate window or
on a separate monitor, making
it easy to view multiple items at
once and maximize efficiency.

AdvanceFlow | 5
Sophisticated Trial Balance Capabilities
The trial balance capabilities built into AdvanceFlow can handle even the most complex and most demanding
clients. You can import source data quickly and easily, then give your whole team access to the trial balance and
use multiple tabs to filter accounts and examine subsidiaries, funds, and tax groupings.

Handle complex trial balance clients


• Fast imports and exports make it easy to transfer •C
 ustomizable viewing and filtering gives you a
data from spreadsheet files. set of powerful tools to analyze and manage the
trial balance for complex jobs, including global,
• Customizable views make it easy to set up
consolidated, and fund clients.
and save the column structure of your working
trial balance tabs. •S
 treamlined groupings and coding for all
types of engagements and entity types.
• Extensive account filtering enables staff members
to quickly focus on a specific account segment of the •C
 ustomizable dashboards show important
account list. alerts and give you quick access to your
most-used applications.
• Powerful binder structure makes it easy to manage
multiple consolidation clients.

Enterprise-Level Power
AdvanceFlow has the power
to handle even the most
complex trial balance clients

6 | Tax.TR.com/AdvanceFlow
Unparalleled Integration
AdvanceFlow brings you a new level of productivity by combining the convenience of the cloud with the power
of the most trusted applications in the profession. From document management to research and workflow, it
brings new possibilities to the audit tools you trust.

Dynamic Integration
The AdvanceFlow trial balance feature
links dynamically with Microsoft® Excel.

Microsoft Office PPC’s Smart Practice Aids


• Seamlessly link data from AdvanceFlow to • Integrate seamlessly between SMART Practice Aids
Microsoft Excel, including trial balance, dates, and AdvanceFlow.
and text.
• Automatically include SMART Practice Aids
• Create dynamic Microsoft Excel workpapers and documents in the AdvanceFlow binder.
reports, with balances linked to the trial balance.
• Automatically flow changes to SMART Practice
• Sign off on completed items. Aids documents to AdvanceFlow.
• Use notations, tick marks, and references. • Review and manage SMART Practice Aids
documents in your web browser as part of your
• Workpaper wizard makes it easy to link Microsoft AdvanceFlow engagement.
Excel spreadsheets and Microsoft Word documents
to the trial balance.
• Preview feature enables you to view documents
without opening their native applications and
enables multiple employees to view and collaborate
on the same document simultaneously.

AdvanceFlow | 7
Enterprise-Level Security
Document level security options Built-in security and automatic back-ups
ensure the integrity of all your files safeguard against corrupted or lost data
AdvanceFlow offers multiple layers of security, so that With AdvanceFlow, you can be assured that your
only authorized users can access specified documents. data is in the safest location possible. The system
The system also offers features that protect emailed uses sophisticated network and data center security
documents, so only the intended recipients can open technologies to protect all your documents and data.
and view them. The advanced security options in Access control employs username and password
AdvanceFlow enable you to maintain full control over authentication and 128-bit SSL encryption. And
your documents while ensuring their integrity. all user sessions are tracked — providing a complete
audit trail.
The system allows you to:
AdvanceFlow is hosted from multiple, redundant data
• Prevent unauthorized access through the
centers that ensure a level of continuity, availability,
AdvanceFlow website, restricting “back-door”
back-up, and disaster recovery not available with an
access that inherently exists with in-house systems.
in-house system. DVD copies can also be made of all
• Restrict access to audit workpapers and ensure files and documents on a routine basis.
confidentiality, as required by professional
auditing standards.
• Easily configure access and security privileges for
every user via the system’s administration module.
• Achieve retention and deletion of all audit
documentation in accordance with your
firm’s policies.
• Restrict document viewing, annotating, editing,
and other functions by user groups, drawers, or even
specific documents (for example, by document type).
• Maintain user accounts, passwords, and
related expiration dates via an advanced user
administration module.
• Protect emailed documents by using the on-the-fly
PDF Passwords feature, so only intended recipients
can open and view.
• Control file room structure, index fields, and drop
down values.
• View detailed document audit trails to monitor
every action taken with a document from the time it
was created.
Ultimate Security
Rest assured your data is in the most secure
location, one of our data centers.

8 | Tax.TR.com/AdvanceFlow
Extend the Power of AdvanceFlow to
Your Clients: NetClient CS Client Portals
NetClient CS client portal services make it easy to share documents from AdvanceFlow with your clients in a
secure, online environment — making it far more efficient and convenient to communicate and collaborate
with clients. You select the documents your clients can access by simply posting them to each client’s secure
portal. Once documents are approved and posted, you can choose to have GoFileRoom automatically email
your client, alerting them to the online availability of their documents. Some of the many benefits of private
client portals include:
• Extended client service — Make critical documents • I ncreased security — Enjoy greater security and
available to clients instantly and conveniently — confidentiality than you would using email with
anytime, anywhere. secure, encrypted portal access through the Internet.
• Enhanced image — Offer clients convenient online •E
 liminated technical burden and cost — Easily
services and position yourself as a tech-savvy firm. manage your secure client portals with little effort,
because we maintain them for you.
• Improved compliance — Use a secure website
with username/password and 256 SSL encryption •R
 educed printing/mailing costs — You’ll no
to meet new laws and guidelines for protecting longer need to print and overnight large quantities
sensitive documents. of documents or multiple revisions of the
same document.

“NetClient CS portals have changed our lives. We feel


more confident with the secure file exchange and
our clients are more confident too.”
— Diane Harbour
Harbour Tax and Accounting

AdvanceFlow | 9
AdvanceFlow and GoFileRoom: Made to Work Together
The GoFileRoom® cloud-based document management system is already used by the majority of the top
accounting firms in the United States. So we’ve created seamless integration between AdvanceFlow and
GoFileRoom. GoFileRoom users will enjoy the familiar navigation, workflow, and security features, along
with the additional capabilities of AdvanceFlow.

Security and convenience Intuitive navigation


With the GoFileRoom online solution, you have the • An intuitive interface that can be customized
security of knowing your data is always there when you based on individual user preferences and ensures
need it, 24/7. In the cloud — even in the event of fire, fast implementation.
theft, or natural disaster — your data will remain safe
• A dashboard-style home screen where you can view
and secure, residing in redundant, state-of-the-art
key information from different areas of GoFileRoom
data centers. An online solution is also more cost-
through a variety of portlets.
effective, saving you countless hours of maintaining
your own internal system and giving you maximum Simplified workflow
productivity with minimal IT investment. GoFileRoom • FirmFlow enables you to instantly access your
gives you: current work list, view future assignments, and route
• Lower cost of ownership — Eliminate your work through your business process, regardless of
investment in hardware purchases, maintenance, location.
and additional IT staff. • Desktop productivity tools (such as ControlPanel
• Rapid deployment — Completely scalable to your and QuickLaunch) allow files to be stored and
firm’s needs, GoFileRoom can be implemented accessed directly from your desktop without logging
quickly. And we take care of software updates, so in through the GoFileRoom product website.
you always have the latest version. • Easy one-click storage and retrieval and batch
• More flexibility — Focus resources on your core scanning solution with the option to automatically
business issues, not on IT maintenance. This label and organize individual tax source documents.
scalable solution grows as your firm grows — without
• A Rules Wizard tool to easily guide you through the
the risks, costs, and administrative responsibilities
process of building public (firm-wide) and private
associated with developing and maintaining the
(individual) rules within GoFileRoom.
required infrastructure.
• Seamless and meaningful integration with core tax
Maximum organization and accounting applications.
GoFileRoom standardizes and organizes volumes • Simple email management — Drag and drop email
of documents and offers the flexibility of 24/7 messages from Microsoft Outlook® directly into
web-based access, so you and your staff can efficiently GoFileRoom for easy storage.
share, route and review files whenever needed.
Remote access lets you access your software and • Reduced operating costs — Enjoy unprecedented
data at any time, from anywhere, securely. Advanced cost savings by eliminating paper files, storage fees,
measures ensure the safety and integrity of all postage, and manual administrative tasks.
your documents. • A complete solution to institute a truly paperless
Whether it’s tax, audit, other client service areas, office — Start enjoying the cost and time savings
or internal departments such as human resources or associated with a completely digital work
accounts payable, you can quickly and securely locate environment. Email messages and other files
files and review activity at any time. from Microsoft Word and Excel toolbars directly
into GoFileRoom.

10 | Tax.TR.com/AdvanceFlow
Dashboard-Style Home Screen
View information, including alerts and
notifications, from different areas of
GoFileRoom through a variety of
user-friendly portlets.

Unmatched Client Service


• Enterprise-level security to keep you in control, ensure “We chose GoFileRoom for many reasons,
business continuance, and keep client data safe. but from the start we could see that the
software was intuitive and easy to use.”
• Proven consulting, training, and implementation services,
as well as usage strategies provided within our GoFileRoom -Jim Brasher,
Tax Services Managing Partner
Best Practices Guidebook.
at Baker Tilly Virchow Krause, LLP
• Improved management control over client engagements —
View real-time, up-to-the-minute information on the status
of all your client engagements.
• Unprecedented levels of productivity — With 24/7 access,
you can locate any file in seconds providing unmatched
client service, whether you are in the office, at home, or
at a client’s office.

AdvanceFlow | 11
Comprehensive Training and Consulting Options

Make the Most of Your Software Investment and Maximize Firm Productivity
The CS Professional Suite offers an extensive selection of services that can help you get more out of your software
investment, including:

Standard Training
Our standard training is a great way to bring new staff up to speed, let experienced staff revisit specific topics
and/or supplement custom training or consulting. Standard training options include On-Demand, Web, Classroom,
and Seasonal training.

Custom Training
We offer affordable custom training services that can be tailored to your firm’s specific needs. Custom training is
taught by our professional instructors and can be delivered either via web training or onsite in a classroom setting.

Consulting Services
Our trained consulting professionals can analyze your firm’s workflow processes, provide best practices, and help
you develop a successful implementation and rollout strategy for your CS Professional Suite software.

Professional Services
Put the expertise of our software application consultants and IT experts to work for your firm. Our team can
customize applications and data to do exactly what you need, create customized reports, migrate and convert data,
and even build utilities and tools that can assist your firm with application integration and other technology needs.

Annual SYNERGY Conference


At SYNERGY, we offer training at all levels of expertise in a variety of formats, including
hands-on, lecture-style, and informative roundtable discussions. For more details, visit our website:
Tax.ThomsonReuters.com/CS-SYNERGY. Professional accreditation is available.
For more information on training and consulting or to register for courses, visit
tax.thomsonreuters.com/us/en/cs-professional-suite/consulting, email us at CS.Sales@ThomsonReuters.com
or call +1 800 968 8900.

Thomson Reuters, Tax and Accounting, Professional Software and Services is registered with the National Association of State Boards of Accountancy (NASBA) as

a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of
individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North,
Suite 700, Nashville, TN. 37219-2417. Website: www.nasba.org. NASBA Sponsor #103153. NY #000688. TX#000261.

12 | Tax.TR.com/AdvanceFlow
Integrated Solutions
CS Professional Suite®

Business Services Assurance Services Cloud and Mobile


Accounting CS® AdvanceFlow® Cloud
Accounting CS Client Access Workpapers CS NetClient CS®
Accounting CS Payroll SaaS for the CS Professional Suite
myPay Solutions® Virtual Office CS®
Document Management Web Builder CS®

FileCabinet CS® Mobile Apps


Tax Services GoFileRoom® Mobile CS®
Fixed Assets CS® myPay Solutions
GoSystem® Tax RS Firm and Workflow NetClient CS®
Planner CS® Management
ToolBox CS®
UltraTax CS® FirmFlow™ Research and Guidance
Workpapers CS™ Practice CS®
Thomson Reuters Checkpoint®

+1 800 968 8900


Tax.TR.com/CS
CS.Sales@ThomsonReuters.com

© 2020, Thomson Reuters_TL29312_07/2020_DGM

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