Streamline Processes with the Powerful Features of CBS
Give your clients advanced, easy-to-use software to streamline their day-to-day bookkeeping tasks.
The bonus for your clients? They spend less time on their bookkeeping and more time managing their business. Since they use the chart of accounts you've set for them, their transaction data is accurate and organized.
The bonus for you? CBS helps ensure that your incoming data is accurate, organized, and flows directly into your other CS Professional Suite products.
You streamline your data entry workload, improve your monthly turnaround time, and maintain organized records—and most important, you're always in control of the entire process.
With CBS, you can:
- Set up each client with a customized system based on their needs
- Set up automatic emails to notify you when your clients perform specific activities or reach designated limits you've set (e.g., writing a check that's over the specified limit)
- Seamlessly transfer your clients' data into your Write-Up CS software, which ensures that your incoming data is accurate, organized, and flows directly into your other CS Professional Suite products
- Set individual checkbook security levels
- Retrieve period-end processing data from your clients via email, any read-write removable media (CD, floppy disk, flash drive), or their portal on your website with CBS ASP
- Maintain security control with password protection for any number of users
- Eliminate the need to update client software manually, and ensure your clients are always using the most current version of CBS available with CBS ASP
NetClient CS – Put convenient services at your clients' fingertips
With CBS, Your Clients Can:
- Conduct day-to-day bookkeeping and check writing
- Perform secure online banking including bill pay and funds transfers (if supported by their bank)
- Attach electronic notes to explain entries or ask questions
- Learn and use the program easily, thanks to standard Windows® conventions
- Print interim financial statements updated with current transactions (if you select this option for them)
- Provide direct deposit to employees and vendors
- Process credit cards through InterceptEFT (available in CBS Accounts Receivable)
- Allow multiple employees to operate CBS simultaneously
Back to top
