ProSystem fx Tax offers several value-added options to help you manage your practice, simplify return preparation, and provide revenue-generating services to your clients. Productivity Tools include… Client Manager™ – Set up and maintain complete profiles for all your firm’s clients Engagement Plus™ – Track all your firm’s engagements with at-a-glance monitoring To Do List – Organize your office tasks DataScan Plus – Search your client database for all types of information Tax Projector – Show clients how scheduled changes will affect them FX Direct™ – Access all federal and state prior-year processing programs PlanBuilder™ for BNA – Export federal information from ProSystem fx Tax directly to BNA Income Tax™ Planner

 

Client Manager™ Keep track of your client information with this flexible, easy-to-use program. Client Manager allows you to... Set up and maintain profiles on all your firm’s clients – not just tax clients View clients using an on-screen cardex or a simple list Categorize clients by type, with customized fields for each category View the history of all activity performed for each client DataScan Plus Search for particular client profile information, client history, or clients affected by tax law changes. Take full advantage of this information by generating analytical reports, lists, and mailing labels. You can… Build customized searches Respond quickly to new or changing tax laws Provide personalized service to clients Tax Projector Show clients how scheduled changes will affect them. Tax Projector produces a specialized report you can use to predict estimated tax payments, adjust withholding allowances, recommend tax credit options, and review alternatives.

Engagement Plus™ Engagement Plus monitors single items like due dates, as well as comprehensive engagement information, such as tax preparation tasks, staff assignments, and budget hours. You can… Monitor and update the progress of each engagement Create model engagements to avoid repetitive data entry Track budgeted and actual billing hours Create customized reports To Do List Included with your Client Manager package, To Do List allows you to… Assign an item to a client Assign due dates and prioritize items Include item descriptions Send new or existing items to other users FX Direct™ This CD-ROM tax library gives you access to all federal and state prior-year processing programs. Run prior-year programs right from the CD, saving installation time and hard disk space. PlanBuilder™ for BNA Combine the power of ProSystem fx Tax with the BNA Income Tax™ Planner. PlanBuilder for BNA exports federal information from ProSystem fx Tax directly to the BNA Income Tax Spreadsheet.

• Automatic carryover of data entered in Client Manager™ to the tax return, and vice-versa, so you enter information just once
• Easy access to To Do List from ProSystem fx Tax Preparation, Client Manager, and Engagement Plus™ programs
• Links from Engagement Plus to ProSystem fx Tax, so you can update each engagement directly from within a tax return
• An easy-to-access list of search options that allow you to quickly analyze current and prior-year return data, client profiles, engagements, and client status and activities

After being imported into the tax return, Year-end data can be viewed and edited in trial balance worksheet grids. When you're ready, the Data Transfer feature will merge trial balance data with the tax return. The program maintains a bi-directional flow of data between G/L Direct and the tax forms, so changes will automatically generate tax journal entries that can be transferred back to G/L Direct.

G/L Direct is packed with features that make your job a little easier, including:

• Data Import – Conveniently import your trial balance data
• Chart of Accounts – Display imported trial balance data
• Trial Balance – View imported data in two views: accounts and tax codes
• Journal Entries – Choose from two types of journal entries, or create a custom template
• Data Transfer – Map the G/L data to the tax returns, merging the data and establishing bi-directional data transfer channels
• Reports – View, save, or print numerous pre-defined reports