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. Customer support is provided over ...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 10

30 Reviews of CS Professional Suite

Average User Ratings

Overall

3.87 / 5 stars

Ease-of-use

3.5

Value for money

3.0

Customer support

3.5

Functionality

4.0

Ratings Snapshot

5 stars

(12)

12

4 stars

(11)

11

3 stars

(2)

2

2 stars

(1)

1

1 stars

(4)

4

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 30 results

April 2020

Cayce from Rosewood Family Advisors LLP

Verified Reviewer

Company Size: 11-50 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

Versatile software

Pros

The software itself is a powerful tool. Coupled with the fantastic consulting teams who help us make it work best for our business.

Cons

Some items could be designed better but everything is functional and when the consulting team is used, we benefit so much more from the products and the features.

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.

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.

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.

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.