Leading firms through the next generation of change™

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Presentation transcript:

Leading firms through the next generation of change™

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

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

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

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

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

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

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 clients that their organizer is available RootWorks.com

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

Questions? RootWorks.com

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

Resources on ngaf.comngaf.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

Resources on ngaf.comngaf.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

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

Thank you for attending! RootWorks.com ( for any needed

Leading firms through the next generation of change™