Ultra Tax Presentation, Webinar

EVENT DESCRIPTION

10 Years of UltraTax CS Enhancements: Are You Using Them?
Have you ever learned something new in UltraTax CS and said to yourself, “Hmm … I wonder how long that’s been in the software?”
If so, you’re not alone. UltraTax CS is such a powerful, feature-packed program that whether you’re a new user or a seasoned veteran, you might not be aware of some of the best features and capabilities the software has to offer. So join us in this workshop and discover them for yourself! We’ll explore some of the most impactful enhancements to UltraTax CS over the last 10 years — especially those that have proven to be client favorites — and uncover many more historic, yet highly efficient, features of UltraTax CS you didn’t know existed. Participants should have a working knowledge of UltraTax CS. Upon completion you’ll be able to implement the learned enhancements into your use of UltraTax CS.

This class is right around 2 hours long, so it would need to be combined with another topic for the group. Here’s some options:

UltraTax CS Paperless Tax Workflow Overview
This fast-paced workshop will demonstrate tax return workflow tools in UltraTax CS that can streamline the entire return process. Participants should have a working knowledge of UltraTax CS. Upon completion, you’ll be able to:
• Use automatic data gathering through Web Client Organizers, Source Document Processing (OCR), and Source Data Entry, as well as from integration with other software
• Make the review process more efficient using multiple monitors and online review
• Deliver drafts, final tax returns, and actionable items securely through client portals