ProSystem fx® Trial Balance

Importing data, making adjustments and creating financials are necessary tasks in a typical trial balance process. However, it’s not necessary for them to take up most of your day. If you’re spending too much time importing and adjusting your clients’ data, then perhaps it’s time to consider using ProSystem fx Trial Balance.

Trial Balance lets you:

• Import all of your trial balance data from virtually any accounting system, including QuickBooks® .
• Select months, quarters and semi-annual processing periods for the same client.
• Calculate larger interim periods from smaller ones.
• Take advantage of current and prior-year period comparisons with analytical review workpapers.
• View and print reports of virtually any interim period in a side-by-side format.
• Keep changes made in prior periods to flow forward.
• Automatically calculate year-to-date amounts from discrete periods or vice versa.

Give your trial balance process a boost. Contact us today — we’ll get you there.

Save valuable time by importing trial balance data from virtually any accounting system, including QuickBooks® and Write-Up. To gain more control over your trial balance data once it’s imported, you can link to ProSystem fx® Tax by using one of two different import tools: Dynalink or Quiklink.

• Dynalink– Integrates your trial balance data with Tax, Corporation, S Corporation, Partnership and Exempt Organization returns.
• Quiklink– Enables the tax return data in Tax to mirror any changes made in the Trial Balance software.

Give your trial balance process a boost. Contact us today — we’ll get you there.

In addition to the powerful data import and organization tools, you can customize Trial Balance to suit your needs. Here are just a few of the capabilities it offers:

• Tailors screen displays to the specific requirements of each engagement.
• Defines an unlimited number of ratios for analytical review — or can use more than 30 predefined, industry-specific ratios.
• Uses account numbers with up to 40 characters — as well as account number segments — for filtering by department or division.
• Maintains up to 11 years of data and can focus on any year in the database for more flexible reviews.
• Detects potential errors and missing data with a built-in diagnostics screen.
• Allows multiple staff members to work on the same client simultaneously, allowing secure collaboration.

Give your trial balance process a boost. Contact us today — we’ll get you there.

Trial Balance gives you access to more than 70 standard reports and workpapers, including lead schedules, accountants trial balance and material variance. You can also create customized, high-quality financial statements in minutes using the Trial Balance exclusive Wizard program:

• Choose from predefined financial statements or create your own custom format.
• Customize page headers, page footers, column headers, text lines and more.
• Rapidly set up total lines and comparison ratios in “formula mode.”
• Create supplemental schedules to the Income and Balance Sheet Statements.

Give your trial balance process a boost. Contact us today — we’ll get you there.

We invite you to find out how ProSystem fx Trial Balance can streamline your reviews, compilations, and audits. Join us for a free online demonstration!

Demonstration Topics
A ProSystem fx Trial Balance expert will introduce this exciting software in an interactive, one-hour web-based presentation that covers…

Importing Data
ProSystem fx Trial Balance's Import Wizard ensures data is converted easily - with very little start-up time - and imports up to 11 years of data. Learn how to use the Import Wizard for:

• Client data import from virtually any accounting package
• Automatic client file conversion from ACE, ATB for DOS and Windows, FAST!, FAST!, Advantage, GoSystem Audit, and Quickbooks.

Flexibility
Discover how the software allows you to:

• Customize your screen display easily create financial statements and workpapers that can be integrated with Word or Excel
• Maintain multiple period types for interim processing, and select months, quarters, or semiannual for the same client.

Features
Find out about:

• Fund Accounting
• Built-in industry specific ratios for analytical review
• Customizable financial statements
• Many more features ProSystem fx Trial Balance offers

Integration
Learn how to:

• Link data between ProSystem fx Trial Balance and ProSystem fx Tax to save up to 90% of tax return preparation time.
• Link financial statement data to Microsoft Word and Excel.

World-Class Customer Support
Discover why CCH is widely recognized for offering the best and most reliable customer support in the business.

View Schedule

CCH offers onsite and online training for all levels of professional development, including courses that earn CPE credit. Whether you’re a novice or skilled user, our expert instructors, course content and learning tools offer the tips, tricks and solid explanations you need to transform your work processes.

Available training includes on-demand or online self-study options; Web-based and onsite training; and a variety of seminars and conferences, some at a location near you.

• New User Training

CCH Support is the best in the business — we’re always here when you need us. To keep your office up and running, we offer helpful tools, as well as a variety of ways to interact with CCH Support.

CCH Knowledge Base — In this online database of CCH software information, you’ll find step-by-step instructions, information on critical known issues and product documentation.

• Web ticket — Learn how to open a Web ticket online to submit your question directly to customer support.
• System requirements — Find out exactly what you need for CCH products to function properly in your office.
• Real-time chat — If you need a quick answer but don’t want to pick up the phone, live chatting via your Web browser is the way to go.
• CCH Support Center — Pick up your phone and call us to speak directly to a customer support representative.
• Remote support — Complicated problem? We can access your computer remotely and view your screen.

Get the most out of your CCH products — connect with us today.