Streamline and accelerate your data entry for more profitable write-up work. ProSystem fx CPAClient Write-Up combines general ledger, after-the-fact payroll, check entry and financial statement reporting functions into a single, comprehensive write-up system designed to handle your client’s most complex needs. Increased efficiencies occur through after-the-fact payroll that automatically updates employee statistics; expanded capabilities for financial statement presentation to clients; quick and efficient quarterly payroll reporting for clients; and delegating data entry to the client’s office, streamlining your workflow directly from your client’s office to your production of their financial statement.
Designed with accountants in public practice in mind, ProSystem fx CPAClient Write-Up offers a check register suited for heads down, repetitive entry. Users can enter information without picking up the mouse. When entering after-the-fact payroll checks, all of the information is recorded appropriately for federal and state reporting. Such features as recurring journals for entries that accountants make every month and a sales entry for businesses that need daily large cash recording make this product a perfect fit for any size accounting firm.
Additional convenient features include bank reconciliation, trial balance and opening entry pick-up, on-screen working trial balance, void checks, unpost batches, and more.
You can easily service all of your clients' in-depth accounting needs with ProSystem fx CPAClient Write-Up.
ProSystem fx CPAClient Write-Up offers several tools designed to further streamline your processes and increase your firm’s productivity.
Create budgets for multiple years. You can budget for all or selected accounts. Set up a budget manually or use existing budget or actual amounts from a previous year to calculate a projected budget for a subsequent year.
Two processing options, batch or real-time.
Post Processing Entries are batched together for posting and posted as a group. Edit lists and registers are available as an audit trail. Post processing gives you centralized control with more opportunity for error checking.
Real-Time Processing Entries update the database as soon as they are entered. The database is always current with real-time processing.
Two check entry options are available, the Check Register and Check Entry, and you can switch back and forth between the two entry methods without risking the integrity of your data. Both regular and after-the-fact payroll checks can be entered using either method, and checks can also be printed.
Memorized checks save you time. Once a check has been memorized, the check details appear automatically whenever you enter a check for that payee. You can change the check amount (or any check information) if needed in the entry grid. The memorized check retains its original information in the Memorized Check list. Any check can be memorized, whether it has a single distribution or multiple distributions.
Expanded capabilities for robust financial presentations to your clients. Quickly and easily, create professional and powerful financial statements whether you choose to use a statement template or create a custom statement layout. ProSystem fx CPAClient Write-Up offers every GAAP required statement and more. 5253 week reporting capability
Book or tax basis journal entries
Additional add-on tools include:
Powered by Crystal Reports, Accounting Report Writer offers customers better analysis of financial information by easily creating custom reports from a list of standard report selections available in ProSystem fx CPAClient Write-Up.
ProSystem fx CPAClient Checkbook allows your clients to easily enter their checks and journal entries, in addition to adding accounts, employees, and vendors, reconciling their bank statements and printing a detailed general ledger. Then, through an effortless export/import process, your efficiency automatically increases by the seamless transfer of client data files between your clients' businesses and your office.
Data integration clearly remains an important issue to today’s professional accounting firm, appearing on the AICPA Top 10 Technology list multiple years in a row. CCH understands your need to work seamlessly with third party applications to achieve top productivity, thus eliminating duplicate data entry and ensuring accuracy.
With ProSystem fx CPAClient Write-Up, you can enjoy convenient integration with:
The industry’s leading tax product, ProSystem fx Tax. Or, if you are not currently a ProSystem fx Tax customer, there is also an export to Lacerte.
The powerful Sage FAS fixed asset product.
Additionally, you and your clients can stop duplicating data entry. ProSystem fx CPAClient Write-Up allows you to delegate data entry to your client’s office for clients who use:
ProSystem fx CPAClient Checkbook, an add-on tool to CPAClient Write-Up
