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Client Bookkeeping Solution (CBS) is the ideal tool for managing incoming client data: an innovative bookkeeping application that streamlines your firm's processes and enables zero-time data entry. Designed for your clients who don't have an accountant on staff, CBS helps both cash- and accrual-basis clients manage daily checkwriting, transaction recording, and business reporting.

As part of the CS Professional Suite, client data in CBS transfers seamlessly to Write-Up CS, enabling you to perform client write-up work, prepare tax returns with UltraTax CS or GoSystem Tax ES, and do your billing and invoicing using Practice CS. In fact, since your client data originates in CBS, it is the first step toward zero-time data entry.

"One of the things I like about CBS is control. The accountant can control what the client does in the program, depending on the client's skill level. Because of the control, it is much easier to maintain and help clients with their books. Other software programs on the market require more time correcting errors in the books."

-- Matthew C. Evans, UT

With Client Bookkeeping Solution, you can:

• Meet all your clients' bookkeeping needs with full-featured bookkeeping software that follows accounting principles and includes advanced capabilities such as online banking, and vendor and payroll direct deposit through InterceptEFT.
• Strengthen your client relationships. CBS, which is available to clients only through you, helps you better understand your clients' businesses and forge stronger relationships. With CBS, you decide which options and functions will work best for each client. As a result, you maintain control over your clients' bookkeeping system while providing them with sophisticated functionality that makes sense for their specific situations.
• Improve productivity and cut data-entry time. CBS seamlessly transfers client data to Write-Up CS, enabling you to perform client write-up work, prepare tax returns with UltraTax CS or GoSystem® Tax RS, and do your billing and invoicing using Practice CS. In fact, since your client data originates in CBS, it is the first step toward creating a fully integrated practice and eliminating manual data entry.
  

Why choose Client Bookkeeping Solution?

• Efficiency gains for your firm: CBS will reduce your data-entry workload and improve monthly turnaround time, all while keeping you in control of the process - you'll set up CBS for clients the way you want so their records stay clean and organized.
• Time savings for your clients. CBS gives your clients more time to run their businesses by automating day-to-day record keeping and check writing.
• Serious marketing support: You won't have to go it alone when selling your clients on CBS --our professional CBS marketing materials will walk you through the process of introducing and explaining the benefits of CBS to your clients.
  

• CBS CheckWriter®: CBS CheckWriter is the core module of the CBS system. It automates checkwriting and daily bookkeeping functions for your clients, including bank records maintenance, online bill paying, and direct deposit, as well as the production of detailed management reports.
• CBS PayCheck®: This module makes it easy for your clients to process their own payroll while providing you with accurate, timely data for tax compliance reporting. Working with CBS CheckWriter, CBS PayCheck streamlines this process so both you and your clients save time and effort.
• CBS Accounts Payable®: This module makes it easy for your clients to track the amounts they owe and amounts paid to vendors. It helps clients take advantage of early-payment discounts, avoid late-payment penalties, and gives them ability to schedule payments, track cash requirements, and produce aging reports to manage cash flow.
• CBS Accounts Receivable®: CBS Accounts Receivable automates your clients' invoicing and billing functions, maintains information from receipts, and tracks sales to give your clients an ongoing, accurate picture of their receivables. Once your clients set up customers, invoice items, payment terms, sales tax codes, and optional salespersons, the appropriate information automatically transfers into the invoice record.
• CBS Financial Statements®: This module gives clients a snapshot of their financial position via standardized financial statements including trial balances, balance sheets, income statements, and direct or indirect cash flow reports. It also includes options for location and/or department reports, as well as budget information.

The CBS Master License

When you purchase the CBS Master License, you'll receive:

• All CBS modules: CheckWriter, PayCheck, Accounts Payable, Accounts Receivable, and Financial Statements - to use in your own firm and demo for potential clients.
• Accountant's Assistant, a powerful tool that enables you to import CBS client data (as well as client data from other formats, such as QuickBooks Pro®, Microsoft Office Accounting and Peachtree®), into Write-Up CS to create financial statements with virtually no additional data entry.
• The CBS CheckWriter Getting Started Guide, which helps both you and your clients start using CBS productively as soon as possible.
• The CBS Tutorial, which offers three separate, detailed sections¿one dedicated to CBS CheckWriter, one that covers all modules (with the exception of Financial Statements), and one specifically for Accounts Receivables forms.
• The CBS Marketing Handbook, which contains practical tips from other accountants to help you successfully implement CBS for your practice, as well as PowerPoint and printed marketing materials for you to distribute to potential clients.
  

Thomson Tax & Accounting products are designed for professional production work. Our system requirements are based on the assumption that professional accounting firms replace their computer hardware and operating systems approximately every three years.

While our products may operate on less powerful hardware and operating systems, we do not believe it will perform at a level suitable for production work in those environments. Of course, as processing speed and RAM are increased, software performance will also improve.

We recommend workstation class computers, which generally offer higher levels of performance than desktop models when running business applications.

For a complete listing of systems requirements for the CS Professional Suite, click here.

CBS is available in an Application Service Provider (ASP) version -- so your clients can access CBS software 24 hours a day, seven days a week, from any location with an Internet connection.

"There are unlimited advantages to CBS ASP. I'm very well connected to my clients -- they can reach me anytime, anywhere. This sort of flexibility means a lot to the client. I appreciate the mobility I have, as well. One of the best features is that both the accountant and the client can get online at the same time and look at the same documents. CBS ASP is a very valuable service to offer."   - Bruce Tharel, OK