About CS Professional Suite

CS Professional Suite is on-premise and cloud tax and accounting solutions that help streamline workflows and enhance profitability across all organizational operations. Designed for small to large businesses, it provides several modules that help automate a variety of tasks inside and outside the businesses.

Key features of CS Professional Suite include modules for accounting, auditing, taxation, payroll, document management, website design and online client services. Additionally, it provides advisory services to transform business growth via consulting and content strategies.

CS Professional Suite provides native mobile applications for iOS and Android devices. The prices of the product are available upon request. Cust...


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32 Reviews of CS Professional Suite

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Showing 1 - 20 of 32 results

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July 2019

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

5.0

Functionality

5.0

July 2019

Great product with very intuitive format

User friendly product with very great functionality!

Pros

At my firm, we use a variety of CS professional Suite products. All of the software is very intuitive, we can easily see how the input will look like when printed. Especially UltraTax makes it so easier for the preparers and reviwers as it lists its diagnostic functions and "FYI"s. Also, it has very detailed instructions. For example, you can just google "Ultratax multistate filings", then you will see a list of instructions provided by rep.

Cons

It can run slow because very often we need to run many other programs such as Excel and Outlook. Also, sometimes UltraTax does not allow hard input. Instead, we need to find a certain way to input information to be correctly presented.

August 2019

BRITTANY from Huey & Associates PC

Company Size: 11-50 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

August 2019

Good software, wish it had some better features

We are managing all of our tax projects within the CS Suite. From preparing the return, to tracking clients and where their projects stand, to sending and receiving client documents within the integrated "Drop Box" portal system.

Pros

The entire suite serves the purpose of getting the job done. We have several of the Suite programs and that has made doing things like sending tax organizer out a much simpler job within their interface.

Cons

Learning how to properly use the software within our unique environment has been a huge challenge. Google provides no help and their own "help and how-to center" only provides so much information. I wish their products integrated better between themselves.

Reasons for Switching to CS Professional Suite

ProSeries was not integrating with a lot of the newer software models we were trying to implement, so the decision was made to use the entire Suite by only one developer.

April 2021

GEORGE from Hyde County ABC Board

Company Size: 2-10 employees

Industry: Retail

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

April 2021

Excellent Practice Software

We used CS Professional Suite for more than 10 years. We had previously attempted to pick the best software for depreciation, write up, tax prep, time keeping, billing, etc. Consequently there was no real integration between products. CS overcame this problem.

Pros

CS Professional Suite is a comprehensive software that addresses almost all aspects of running an accounting office.

Cons

The software is somewhat complex to learn and takes patience and time to fully appreciate all it can do.

Reasons for Choosing CS Professional Suite

CS had the best integration between the modules allowing us to accomplish more work in less time.

Reasons for Switching to CS Professional Suite

We needed an integrated solution to our growing business.

May 2018

Harold from PHMM

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

2.0

Customer support

4.0

Functionality

4.0

May 2018

Very average in most respects some products like practice are better than others like UltraTax

Good integration between the different products, but unfortunately to the exclusion of integrating with anything else.

Pros

Good integration between the various products. Good user interface design for some products like Practice CS but not for others. The tax product is generally very accurate once you figure out how to use it well. I like the multiple screen ability. The Practice product will allow you to open and sign in multiple times which can make up for the slow changing of screens. We tend to open a copy with the employee dashboard and then open another copy of the program to keep the client dashboard open so we can update projects and the like. This is the only way to deal efficiently with the slow screen changes. Good reporting, good support when calling in, but slow with email. Great diagnostics for Ultra Tax. The ability in Ultra Tax to open both input and forms screens at the same time is nice.

Cons

First it is 32 bit and so does not interface well with other programs. Runs slow because it can only take advantage of limited memory. Runs even slower if you have very many other programs open (outlook, excel, word, etc). Many features only work if you have an older 32 bit operating system. For example you cannot click the email address of a client and generate an email that also stays attached to their client detail unless you are using 32 bit email software on a 32 bit machine. The Ultra Tax user and data entry is one of the worst I have seen, very outdated. At times you have to switch multiple screens to input basic stuff. Trying to locate where to make an entry can be an exercise in frustration. Ultratax is very accurate when the return is completed but a mess when trying to figure out how to do data entry. Does not integrate with other calendar apps to get your appointments onto a preferred product for you calendar. You can only use the online version and access it or push everything up to the cloud for their mobile version. So the bottom line is slow, their tech support said they have no plans to write a 64 bit version, awkward data input for the UT product. Tax return data entry is about 35% longer than on our prior product.

August 2020

Don from Colorado1040 Inc

Company Size: 2-10 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

2.0

Customer support

1.0

Functionality

3.0

August 2020

Robust but geared toward large users

The customer service is good however even if it is their software that is the problem they will charge you to fix their issues. We have had two sales teams and both teams have been horrific. After initial sales they are no help at all. Spending 20K a year with them did not get their attention.

Pros

Fully integrated suite of products that for the most part interact.

Cons

Many of the integrated suite is long in the tooth like FileCabinet and Practice Management. There are much better products out there that are easier to use and more robust.

Reasons for Choosing CS Professional Suite

The full integration. However I would not recommend them for anyone under 20 users. Just not priced correctly and can't get sales attention.

Reasons for Switching to CS Professional Suite

Intuit competes directly with accountants and tax people and I was not going to fund them trying to take my living away from me.

August 2019

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

2.0

Value for money

3.0

Customer support

5.0

Functionality

3.0

August 2019

A robust platform for defined needs.

It is certainly an all-in-one solution for the needs of a medium-sized firm, however at the time of making the developments to adjust it to the processes of another country it is not friendly in any way. as well as its mobile applications still leave much to be desired.

Pros

When we implemented CS in our firm we changed from a homemade software to a total solution with great support. It was very exciting to be the first firm in the country that used this platform.

Cons

The implementation was a long process, having to develop procedures and connections with our own systems that took more than two quarters to define the launch with users. The adjustment to the particular needs of another culture when used in a country other than the USA, limited us in terms of many of the options that were not very customizable because they were designed in the requirements of another country.

Reasons for Choosing CS Professional Suite

The accompaniment in the implementation processes, and the packages customized to our needs.

February 2020

Marcus from SMRECEK & CO SC

Company Size: 2-10 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

3.0

Customer support

3.0

Functionality

5.0

February 2020

CS Professional Suite

I like the CS professional suite. I think it produces good reports and good client packages. The software offers many features. If you spend a lot of money you can have all your accounting and reporting packages fully integrate.

Pros

I like that all their programs integrate. The integration saves time and reduces errors. This integration helps our clients retrieve all the data that we produce for them.

Cons

I do not like that they raise their fees every year but do not seem to add new functionality. The fees increase by around 5% year after year.

Reasons for Choosing CS Professional Suite

We chose the CS Professional Suite because we had used their old software for many years. The time investment to test a new software package is prohibitive.

Reasons for Switching to CS Professional Suite

We switched to increase efficiency between programs.

April 2019

courtney from Kane Firm

Company Size: 11-50 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

April 2019

CS Professional Suite Products

I use these products daily, and overall have had a great experience and would recommend to other companies.

Pros

We use a variety of CS professional Suite products! All of the software is very user friendly, we also purchase hardy copy and e books and the support staff is always helpful.

Cons

The Capatcha verification can be frustrating at times, it is very sensitive and if you do not select the specific boxes it wants then you end up repeating the process multiple times before you are able to access the system. Also, at times we have had to call support for technical "issues" and then receive a bill for it - I find to be a little unreasonable; that is what support is for.

August 2018

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

2.0

Customer support

5.0

Functionality

3.0

August 2018

CS Professional Suite - some parts are better than others.

Pros

The integration between products is what led me to buy the whole suite. UltraTax is the best product, easy to use, and has free support. The other products are much harder to set up and learn, and Thomson charges you for support for them, even if the problem you're calling about is actually a product bug.

Cons

They charge for support on all products except UltraTax. Practice is becoming a dinosaur, and badly needs to be updated. File Cabinet crashes multiple times every day.

August 2018

Anonymous

Verified Reviewer

Company Size: 501-1,000 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

August 2018

UltraTax is the best solution

Thomson Reuters CS is more commonly referred to as UltraTax. I developed tax software for a competitive product for several years, and I still prefer Creative Solutions UltraTax to what I used to work on.

Pros

UltraTax handles every complex tax situation, and has all of the features you can imagine. They always manage to anticipate my needs before I realized I needed it.

Cons

The only downside I can think of is cost. It can be expensive, but it's a better total value than any of the competitors.

December 2019

Joli from Rogers, Cross, Hanby & Co.

Company Size: 11-50 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Functionality

5.0

December 2019

All Encompassing Tax software

The CS Professional Suite allows me and my colleagues to perform data entry and prepare tax returns and other compilations with ease.

Pros

There are many different software products included in the CS Professional Suite umbrella. Each of these programs has its own pros but all of them allow tax and accounting professionals to serve their clients as effectively and efficiently as possible.

Cons

It's not really that user friendly if you are not in the tax or accounting field. It's also a bit pricey unless you have a sizeable clientele to support the cost.

April 2020

Nathalie from hkg, llp

Company Size: 51-200 employees

Industry: Accounting

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2020

Thomson Reuters has it all

I've had a great overall experience with CS Professional Suite. I used it in my business everyday and it meets all my business needs.

Pros

I like how Thomson Reuters offers a variety of comprehensive products. The bundling of their various softwares helps make use very convenient and ensures that the softwares are compatible with each other. The software is very sophisticated but user friendly at the same and is constantly updated and improved.

Cons

Setting up the system and making sure certain information carries forward into the next year can be tricky and time consuming. I would say the initial start-up is the hardest part but other than that, there isn't anything I really dislike.

April 2020

Alex from WSRP

Company Size: 51-200 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Functionality

3.0

April 2020

It's fine for what we need it for

We use it on a daily basis at our accounting firm to generate checklists and other forms for our audit projects.

Pros

The knowledge library is very comprehensive and has everything we need. All checklists, forms, etc. are all there that we use at our firm.

Cons

It's not very intuitive and is pretty difficult to find what you need. A lot of people at my firm know where everything is, but that's because they've used it for several years. I feel like it should be easier to find things.

June 2017

Linda from Schiller & Florence, CPAs

Company Size: 2-10 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

June 2017

Excellent Tax Software

It's a reliable product

Pros

Thompson Reuter contacted our firm after TaxWorks bit the dust. The final year of TaxWorks was a train wreck (they made a software change that we all needed to fight and muddle through, spending hours upon hours with our IT to complete returns. UltraTax by Thompson Reuter is a great product

Cons

It is pricey, and contacting Customer Service can be hit and miss. Just me experience, but it seems they staff heavily during tax season, but the rest of the year are bare bones.

November 2019

Kevin from Wiles + Taylor & Co., PLC

Company Size: 11-50 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Functionality

5.0

November 2019

Best Accounting Software Available

CS Professional Suite allows us to assemble our backup documents with ease for preparing both financial statements and taxes.

Pros

My firm uses the CS Professional Suite, including Workpapers, Fixed Assets, UltraTax, GoFileRoom, and Practice. Each software is perfect for our needs with extensive features included.

Cons

There is absolutely nothing I dislike about this software. It includes everything I need for accounting tasks.

July 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

July 2018

Great Suite of Products

Pros

Love all of these products. Generally easy to use and figure out and I love how they all talk to each other with the client codes you assign. Makes saving documents and client information very easy. It is also very simple for new accountants to learn.

Cons

Some of the functions can be difficult to master like creating new reports or creating queries to try and filter data. A bit archaic in these cases.

September 2020

Claire from Whalen & Company CPAs

Company Size: 11-50 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

3.0

Functionality

4.0

September 2020

5 Stars

Overall experience is a good one, I enjoy how there are products that "talk" to each other to get things done efficiently!

Pros

It offers so many products to use to keep your work running as efficiently as possible!! Would recommend!

Cons

There will be times where it will crash for no apparent reason. I believe we just have so much housed within it and it gets stuck and quits.

March 2019

Kylie from mAccounting, LLC

Company Size: 11-50 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2019

CS Professional Suite

Pros

The programs are able to talk to each other allowing for more efficient work days. Once you have everything set up correctly, these are extremely dependable programs.

Cons

Workpapers isn’t 100% accurate most of the time so the time you spend reviewing and correcting the input, you could just input it yourself.

July 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

July 2018

Robust software suite for tax preparation and accounting firm management.

Pros

Highly in depth, performs complex tax calculations effectively, provides a great system for managing firm billings.

Cons

Sometimes the software can be a little clunky. The tax software could use an upgrade in ease of switching from data entry view to viewing the finalized tax return including all schedules and reports.

March 2020

Dr Richard from Spead Tax Group, PLLC

Company Size: 2-10 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

1.0

Value for money

1.0

Customer support

1.0

Functionality

1.0

March 2020

Stay away from UltraTax

My overall experience has been not been good; I demanded a refund for the $6000+ dollars that I paid for the 2020 Form 1040 package; UltraTax does not want to give me a refund; It appears to care less that it knowingly sells a defective tax package! If you buy UltraTax you will definitely satisfy any masochistic tendencies that you may have!

Pros

There was a time when UltraTax was the top of the line; I have been an UltraTax user since 2010; It’s 2019 Program had problems; its 2020 Program is a living nightmare! What do I like most about this software? The answer is absolutely nothing!!!!

Cons

The 2020 UltraTax program is a disaster; it crashes all the time; if you call technical support it takes anywhere from 45 to 55 minutes before somebody gets back to you; and when they do get back to you, it’s quite often that they cannot fix the problem.

Reasons for Choosing CS Professional Suite

UltraTax was at one time the top of the line tax preparation software; I bought it initially when it was at the top of the line; it is now at the bottom of the barrel!