Software at a Glance

Question 1

UltraTax CX

Answer 1

Tax preparation

Question 2

Planner CS

Answer 2

Tax Planning tool - unlimited years/scenarios

Question 3

Accounting CS

Answer 3

General Ledger; bookkeeping, after-the-fact payroll, Financial Statements

Question 4

Accounting CS Payroll

Answer 4

Live payroll; No financial statements; after-the-fact payroll

Question 5

WorkPaper CS

Answer 5

Trial Balance; Workpapers (more commonly for tax workflow)

Question 6

Fixed Assets CS

Answer 6

Asset Depreciation

Question 7

Practice CS

Answer 7

Time & Billing, AP, AR - added modules for Project, Staff and Client Management

Question 8

Onvio Essentials

Answer 8

Client portal, Timing & Billing, AR, AP, Document Management & Storage

Question 9

Onvio Advanced

Answer 9

Above plus Project Management and trial Balance

Question 10

NetClient

Answer 10

Client portal - add on’s for payroll functions available

Question 11

FileCabinet

Answer 11

Document Storage (not sold new anymore)

Question 12

GoFileRoom

Answer 12

Document Storage & Management. Add ons for project Mgmt

Question 13

AdvanceFlow

Answer 13

Trial balance; Workpapers (for audit and/or tax)

Question 14

Cloud Audit Storage is put together with

Answer 14

GoFileRoom, AdvanceFlow and Checkpoint Engage

Question 15

Checkpoint Engage

Answer 15

Tax/Audit Research

Question 16

Virtual Office

Answer 16

“Cloud Server” - we update, monitor and maintain - can access anywhere

Question 17

Right Networks

Answer 17

New hosting option (end of May 2023)

Question 18

SurePrep

Answer 18

Reads source documents, can populate to tax software

Question 19

TaxCaddy

Answer 19

Client Collaboration Tool - to gather documents and deliver returns

Question 20

E-Signature

Answer 20

Works with UT and Onvio- obtain esignature on 1040 returns

Question 21

SYNERGY

Answer 21

Users conference every November