The Tax & Accounting business of Thomson Reuters has added extra features to the new release of its practice management system Practice CS, which is part of the company’s CS Professional Suite.
Enhancements to the application’s Staff Management module provide firm managers with improved control over scheduling and prioritization of assignments. Users can view staff information more easily in the new version, which now does a better job of automating tasks such as scheduling projects, meetings, conference calls and other items.
The new release also adds an Assignments tab that allows users to assign work to specific staff members by dragging and dropping unassigned, scheduled items.New Schedules and Schedule Items tabs permit users to drag and drop schedule items onto staff calendars so Practice CS can automatically schedule them for that time slot. The tab also enables users to schedule a particular item for multiple dates and times.
New tabs labeled Urgent allow users to define specific schedule items as urgent. A new Infotips function makes it simpler to view important staff information, including someone’s qualifications and availability for a specific schedule item. Anotehr enhancement adds the ability to make meetings, to-do items, and phone calls recurring.
“Practice CS was one of the first tools to provide a complete solution to practice management and to integrate staff, project, and client management capabilities,” said Scott Fleszar, vice president of strategic marketing at the Tax & Accounting business ofThomson Reuters, in a statement. “It’s an award-winning product, and we’ve worked hard to make sure that it maintains its leading role in the profession.”
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