Integration with your Creative Solutions Accounting software When you retrieve transactions from a CBS client’s exported data, those
transactions transfer seamlessly through the Accountant’s Assistant
module and then into your CSA program and other CS Professional Suite
software.
CBS promotes clear, accurate, and timely communication between you
and your client. When processing transactions in his or her own office,
your client can attach a note to any transaction to provide you with
additional information or to ask a specific question. At the end of the
processing period you’ve specified during the client’s setup, your client
creates an export file. You then retrieve the data into Accountant’s
Assistant for initial processing and then transfer it to CSA. You use that
same data to prepare financial statements and tax reporting documents
for the client. You can also send adjusting transactions back to the
client’s CBS company database.
