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Integration with other applications

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Planner CS offers several features that integrate with other CS Professional Suite applications, with other Thomson Reuters applications, and with 3rd-party applications, such as Microsoft Word.

CS Professional Suite applications that integrate directly with Planner CS

Thomson Reuters offers a suite of applications that are designed to work together to make your firm's workflow as efficient as possible. This section describes how various CS Professional Suite applications integrate with Planner CS. If you're unfamiliar with some of these applications or would like more information on any of the applications in the suite, visit the Products page of our website.
FileCabinet CS
If you're licensed for FileCabinet CS, you can:
  • Back up plan data into FileCabinet CS automatically.
  • Print standard reports, custom reports, graphs, and forms to FileCabinet CS.
  • Print plan listing reports to FileCabinet CS.
note
You can also specify where plan data will be stored when it's backed up to FileCabinet CS.
UltraTax CS
If you're licensed for UltraTax/1040, you can import plan data from UltraTax/1040 into Planner CS.

Other Thomson Reuters applications that integrate with Planner CS

Checkpoint
If you subscribe to Checkpoint, you can sign in to Checkpoint's online tax and research service from Planner CS.
GoSystem Tax RS
If you subscribe to GoSystem Tax RS, you can import plan data from it.

3rd-Party applications that integrate with Planner CS

Microsoft Word
If you're licensed for Microsoft Word, you can create client letters using Word.

This article applies to:

  • PRODUCT: Planner CS