1 / 16

Leading firms through the next generation of change™

Leading firms through the next generation of change™. December 17 th. Getting Ready for Busy Season Part 1 of 2 Amy McCarty Education Services. RootWorks.com. Objectives. Learn the recommended cleanup of Practice CS, FileCabinet CS, and NetClient CS prior to tax season

ibrian
Download Presentation

Leading firms through the next generation of change™

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Leading firms through the next generation of change™

  2. December 17th Getting Ready for Busy Season Part 1 of 2 Amy McCartyEducation Services RootWorks.com

  3. Objectives • Learn the recommended cleanup of Practice CS, FileCabinet CS, and NetClient CS prior to tax season • Understand what to get ready for tax season • Learn the Organizer process and get all settings in place before tax season begins RootWorks.com

  4. Cleanup of Practice CS • Clean up projects • Audit your open projects and complete/cancel/delete as necessary • Actions > Manage Projects • Clean up clients • Audit your client list and make clients inactive • Setup > Clients • Do this BEFORE your tax projects regenerate at the beginning of January or February! RootWorks.com

  5. Cleanup of FileCabinet CS • Mark clients as Inactive • Individually update drawers: Drawer Properties • Bulk update drawers: Help > Repair > Update Drawer Status • Move Inactive Drawers to another data location/database • Create new data location/database • File > Copy Drawers to inactive location • Delete inactive drawers from active location RootWorks.com

  6. Cleanup of NetClient CS • Delete portals of inactive clients • Delete documents of inactive clients • Admin > Utilities > Cleanup > Document Presentation RootWorks.com

  7. Getting Ready for Tax Season • Proforma • Clients • Documents • Collations • Add Preparers not in UT13 • Verify settings proforma’d • User Preferences • Office Configuration options • Product Settings RootWorks.com

  8. Organizer Process • Set Organizer Delivery to Paper • Setup > Client Communications • Can do in mass under Utilities > Reassign Clients • Print organizers to FileCabinet • Mark to go to NetClient CS • Push organizers to the portals • File > NetClient CS > select Changed and make connect call • Verify everything looks good on the portal • Email clients that their organizer is available RootWorks.com

  9. Organizer Process • Organizers delivered via paper • Keep track in Practice CS • Client Custom Field setup as a checkbox • Print/Preview Client List report filtered by custom field • Use report generated out of Practice CS to print the organizers to paper from UltraTax CS RootWorks.com

  10. Questions? RootWorks.com

  11. Objectives • Learn the recommended cleanup of Practice CS, FileCabinet CS, and NetClient CS prior to tax season • Understand what to get ready for tax season • Learn the Organizer process and get all settings in place before tax season begins RootWorks.com

  12. Resources on ngaf.com Resources by Product • Constant Contact • Constant Contact How To • FileCabinet CS • FileCabinet CS Implementation & Use • NetClient CS • NetClient CS Portals Setup & Use • UltraTax CS • The Complete Paperless 1040 Process Resources by Discipline • Practice Management • Client Exit Process RootWorks.com

  13. Resources on ngaf.com Letters, Forms and Tools • Letters • Client Organizer Video Library • FileCabinet CS • Handling Inactive Clients • Integration with NetClient CS Part 1 • Integration with NetClient CS Part 2 • Integration with NetClient CS Part 3 • NetClient CS • Document Presentation Setup RootWorks.com

  14. Getting Ready for Busy Season Part 2 • Learn some of the enhancements to 2014 UltraTax • Review the RootWorks recommended tax process • Understand the tools available to help with your processes RootWorks.com

  15. Thank you for attending! (email coaching@rootworks.com for any needed assistance) RootWorks.com

  16. Leading firms through the next generation of change™

More Related