Improve Productivity and Take Full Advantage of Your Software
Ensure that your Practice CS workflow and processes continue to run smoothly with professional
recommendations and best practices.
Practice CS Product Optimization Consulting consists of:
- A remote pre-visit meeting to determine agenda and topics.
- A full one-day onsite visit from an experienced consultant to discuss your firm's specific needs.
- A list of key findings, along with professional recommendations to address them.
- Database Setup Review – Review current processes, keeping best practices in mind. Identify
and strengthen opportunities for consistency.
- Reporting Review – Review for current reporting needs. Identify gaps
where additional reports or management tools would be helpful.
- Client Feedback – Listen to your feedback and experiences with Practice CS,
including program enhancement suggestions.
- Professional Summary & Recommendations – Summarize ways to optimize your
Practice CS software and process efficiency.
This program will keep your Practice CS "engine" running at peak performance, ensuring that you're
prepared to take on the next tax year with confidence.