CS PROFESSIONAL SUITE SIMPLE WORKFLOW FOR COMPLEX PROCESSES

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1 C PROFIONAL UIT IMPL ORKFLO FOR COMPLX PROC RUTR/Ivan Alvarado Tax.ThomsonReuters.com/C

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3 PRODUCT CATALOG TABL OF CONTNT Overview 2 Integration tory 3 Product Listing 4 ervice, upport, & Communities 7 Thought Leadership 8

4 TH C PROFIONAL UIT FROM THOMON RUTR KNOLDG YOU CAN TRUT The Tax & Accounting business of Thomson Reuters the world s leading information resource brings you the most comprehensive line of integrated software, research and guidance available to the accounting profession. INTGRATD. OPHITICATD. INNOVATIV. The C Professional uite provides the profession s most integrated, most sophisticated suite of tax and accounting software including tax prep and planning, accounting, practice management, payroll, research and more. Created by accountants, for accountants, its unparalleled level of workflow integration, comprehensive thought leadership offerings and link to expert content and insight power smoother workflows, more informed decisions, improved client service and better results for tax and accounting firms of all sizes. MOVING TO TH UIT NVIRONMNT At Thomson Reuters we take a global approach to our solutions, focusing on systems as well as individual products and tasks. e concentrate on developing products that are the most advanced and comprehensive in their categories, but we also examine the entire workflow process from initial customer contact to the delivery of the final product and consider all tasks and tools required to streamline processes. The end result is a suite of products and services that talk to one another, share data efficiently and support an integrated workflow, which translates into better client service and unprecedented productivity for your practice. e invite you to take a moment to review the information in this brochure and see how an integrated software suite can take your firm into the realm of ultimate efficiency and profitability. 2 Tax.ThomsonReuters.com/C

5 INTGRATION TORY IMPL ORKFLO FOR COMPLX PROC The applications and services of the C Professional uite are designed to work seamlessly together as an integrated system. hether you choose just a few applications or the entire suite, your products share information and automate workflow to increase your firm s efficiency and profitability and raise the level of service for your clients. Here s an example of an integrated workflow process using the C Professional uite: 1 2 Dramatically reduce data entry because your client enters source data with Accounting C Client Access, which lets them view financial data in real time, enter transactions and perform everyday functions like check writing, payables, receivables and payroll processing. Immediately use the data across all functions in Accounting C and other applications trial balance, payroll, financial reporting and more because you take advantage of the web to share the same database. a. Manage, mark up and process your workpapers and source documents using orkpapers C. ource Document Processing can automatically name and organize your documents into the folder structure you re familiar with in UltraTax C, while you can use ource Data ntry to automatically transfer data to UltraTax C. b. Use Microsoft Office integration to automate your xcel worksheets so they ll proforma and save you time each year. And you can make final adjustments in orkpapers C trial balance, then seamlessly export balances to UltraTax C in seconds. c. Process your clients payroll tax compliance, make adjustments, and create financial statements, -2, 1099 and 1095-C forms as well as year-end balance data using Accounting C. And it can all be transferred directly into UltraTax C at tax time. 3 Post your client s completed tax returns, reports, payroll and other deliverables to secure, private NetClient C client portals, where your client can access them anytime. On your end, all documents and data are stored securely in FileCabinet C or GoFileRoom. 4 Manage employees and resources at every step of the process with Practice C. 5 Invoice clients and collect credit card payments directly through the NetClient C client portal. By taking advantage of the built-in paperless capabilities across the suite, your firm can benefit from an end-to-end paperless workflow that extends all the way to your client. And you can do it all with our powerful cloud computing options, Virtual Office C or aa (oftware as a ervice) for the C Professional uite, and our mobile apps. PRODUCT CATALOG 3

6 PRODUCT LITING C PROFIONAL UIT hy are our products used by so many Global Top 500 firms? Because the C Professional uite is an integrated series of software applications that encompass every aspect of your firm s operations from collecting client data and posting finished tax returns, to ongoing practice and engagement management. Our products and services blend scalable tax processing, audit and accounting workflow solutions with the convenience, security and expertise you d expect from the world s leading information resource. ACCOUNTING & AUDIT Deliver financial statements, reports, trial balance, payroll, value-added analysis and more with accounting programs that simplify your engagements and save time with every step. ACCOUNTING C A revolutionary accounting, trial balance, after-the-fact payroll and client accounting system. ACCOUNTING C CLINT ACC A powerful service that lets you work with your business clients in real time, all the time. ADVANCFLO Cloud-based engagement management, trial balance and more for large high-performance audit firms. NGAGMNT C The profession s most powerful all-inclusive trial balance, audit and engagement management system. ORKPAPR C hether you re preparing a business or individual tax return, it s simple to manage workpapers and perform trial balance calculations, source document processing and data extraction. It s also easy for your team to collaborate on returns, thanks to features like electronic signoff, annotation, dynamic integration with Microsoft ord and xcel and more. OURC DOCUMNT PROCING FR UP TIM, RDUC ADMIN ORK Our ource Document Processing service makes it easy to integrate paper source documents into an automated tax workflow. It automatically organizes and labels source documents, and can even transfer data from those documents into UltraTax C. For more information, visit Tax.ThomsonReuters.com/DP PAYROLL No matter how your firm decides to handle payroll in-house processing, client processing or a specialized payroll service we can help. ACCOUNTING C PAYROLL A better way to payroll, from start to finish. This profit-building payroll system automates every step of the payroll process on a single, unified platform, and gives you more options than ever for delivering reports and payments to your clients and their employees. MYPAY OLUTION Payroll with a personal touch. This unique alternative for serving your clients payroll needs lets you enjoy all the benefits of offering a comprehensive payroll service without the added liability or work. 4 Tax.ThomsonReuters.com/C

7 CLOUD & MOBIL Our cloud and mobile computing options are the smart choice for firms on the go. hether you re looking for secure 24/7 access to software, to offer your clients an expanded menu of services, to save time with instant document and information exchange or to create a customized website, our scalable, secure and reliable cloud computing options and mobile apps give you a way to access your firm information at any time and from any location keeping you in control of your bottom line at all times. CLOUD COMPUTING VIRTUAL OFFIC C The web-hosted option that lets you license just the software you need. The 24/7 remote access to your software relieves you of IT burdens and ensures business continuance. OFTAR A A RVIC (aa) Take advantage of the entire award-winning C Professional uite with the affordable software leasing solution that offers scalable profiles for flexible pricing and usage. CLINT PORTAL NTCLINT C Take client service to a whole new level with NetClient C integrated, private and secure online portals that offer you and your clients a convenient way to access documents and software and transfer data, 24/7. BIT DIGN B BUILDR C Our custom websites for tax and accounting professionals feature attractive designs, personalized content, integrated client portals, automated newsletters and more. MOBIL APP MOBIL C Use your mobile device to access your Practice C firm, staff and client data 24/7 and make smart business decisions on the spot. NTCLINT C Give your clients easy, on-the-go access to their documents and more with the mobile app designed specifically for NetClient C portals. MYPAY OLUTION mployees of mypay olutions clients can perform a variety of common payroll activities right from their mobile device. NTCLINT C LGAL AND BUIN FORM xpand your services with NetClient C Legal and Business Forms, powered by Legaltreet. Available via NetClient C online portals, this feature gives you and your clients access to an easy-to-use online forms library tailored for engagements with business owners. For more information, visit Tax.ThomsonReuters.com/NetClientC PRODUCT CATALOG 5

8 DOCUMNT MANAGMNT To eliminate paper and improve firm workflow, secure electronic document management is the way to go. And whether you re a one-office firm or a multi-office corporation, we ve got the perfect solution for you. FILCABINT C A comprehensive, easy-to-use digital document management and storage solution. GOFILROOM An advanced, web-based digital document management system for complex workflows. FIRM & ORKFLO MANAGMNT hether you re looking for simple workflow management, or you need a practice management solution to serve as the hub of your practice, we ve got you covered. PRACTIC C A comprehensive practice management system that streamlines workflow and keeps you in control with customized, ongoing performance insight. FIRMFLO tandardize any business process through automated routing, real-time tracking, custom reporting features and more. A completely digital process lets you monitor activity from start to finish. TAX From simple to complex, we offer solutions that can meet any tax preparation need and seamless integration with other accounting applications ensures an efficient tax process all year long. ULTRATAX C A powerful end-to-end tax preparation system that streamlines processing from data collection to return delivery. GOYTM TAX R This advanced web-based tax preparation system is the premier application for enterprise accounting professionals. FIXD AT C A fast, simple solution for all your fixed asset management and inventory needs. PLANNR C The customizable tax planning tool for delivering value-added planning services. TOOLBOX C A handy set of calculators, forms, flowcharts and more to help you all year long. THOMON RUTR CHCKPOINT HN YOU ND TH RIGHT ANR, RIGHT NO Thousands of tax and accounting professionals understand complex information, make informed decisions and use knowledge more efficiently using Checkpoint resources, including: Checkpoint asily searchable online tax and accounting information blends editorial insight, tools and news for the ultimate in clarity and productivity Checkpoint Learning Courses and tracking tools to expand your knowledge and keep on top of CP requirements Checkpoint works with the C Professional uite to give you integrated tax and accounting products and services for every aspect of your firm s operations. To learn more, visit Tax.ThomsonReuters.com/ Checkpoint 6 Tax.ThomsonReuters.com/C

9 V GOT YOUR BACK RVIC, UPPORT, COMMUNITY hen you choose Thomson Reuters products, it s only the beginning of our partnership with your firm. e want to make your product implementation go as smoothly as possible, so we offer a variety of training, support and conversion services to help you get up to speed quickly and easily: Data Conversion Options ase the transition to your new software by taking advantage of our conversion services. Built-In Help and Documentation To help you get up and running quickly. Free Online Help & How-To Center 24/7 access to answers for commonly asked questions. Ideas Communities Online communities where users can suggest ideas for new product features and enhancements, and vote for or comment on other community members ideas. LCOM RVIC Our transition programs are comprehensive on-boarding services designed especially for new purchasers. These guided orientation services help you make a smooth and stress-free transition to your new software. Currently, we have transition programs available for Accounting C, UltraTax C, Practice C and our eb ervices offerings. To learn more, visit Tax.ThomsonReuters.com/ elcome-ervices. Professional U..-Based upport Provides prompt knowledgeable assistance. mail ubscriptions Get immediate notice of software update and release availability, service announcements and more. Visit Tax.ThomsonReuters.com/CCustomerCenter to sign up. Community A complete online community especially for tax and accounting professionals. You can participate in discussions and exchange valuable resource information with other Community members 24/7. PRODUCT CATALOG 7

10 THOUGHT LADRHIP KNOLDG FOR GROTH CONULTING VNT ROURC COMMUNITY THOUGHT LADRHIP TRAINING PARTNR JOIN U FOR TH YNRGY UR CONFRNC Information-packed workshops, inspiring keynotes and incredible locations are on the agenda at every annual Thomson Reuters YNRGY Users Conference for Professional Tax & Accounting Firms, where you can look forward to: Networking with practitioners from across the U.. In-depth training and demos for C Professional uite products The chance to earn CP credits To learn more, visit Tax.ThomsonReuters.com/C-YNRGY 8 Tax.ThomsonReuters.com/C

11 YOUR PARTNR IN UCC THOUGHT LADRHIP IN ACTION Thought leadership represents the commitment of Thomson Reuters to move the profession forward with innovative ideas, relevant new technology and proven strategies for firm growth. Together with leaders across the profession, we re working to identify new ways to advance the tax and accounting profession and drive firm productivity and profitability. These activities, events and resources, which occur at various times throughout the year, provide excellent forums for practitioners to take an active role in definining and implementing growth strategies. VNT Our Thought Leadership events Partner ummits, Product Partner Feedback essions, YNRGY Users Conference are great opportunities to network with other tax and accounting professionals and focus on the future of your firm. COMMUNITI It s all about connection. Community, a free, full-featured online community created for tax and accounting professionals, is the perfect place to stay connected with your peers via forums, articles and blogs. In the C Professional uite Ideas Communities, you can suggest ideas for new product features and enhancements and vote or comment on other community members ideas. PARTNR e work with and recommend a select group of strategic partners who offer technology products and services for tax and accounting professionals many tailored specifically for C Professional uite users. TRAINING Training is a wise investment that can help you get more out of your staff and software. e offer a variety of training options, from pre-recorded On-Demand Training to customized on-site training programs. ROURC Our web resources include white papers, videos, reviews, testimonials and other valuable tax and accounting technology information that can help your firm stay in the know. CONULTING Our consulting services go beyond software training to analyze your firm s processes, help you implement and use products and services and streamline practice workflow overall. PRODUCT CATALOG 9

12 INTGRATD OLUTION C PROFIONAL UIT BUIN RVIC Accounting C Accounting C Client Access Accounting C Payroll mypay olutions orkpapers C TAX RVIC Fixed Assets C Goystem Tax R Planner C ToolBox C UltraTax C AUDIT RVIC AdvanceFlow ngagement C DOCUMNT MANAGMNT FileCabinet C GoFileRoom FIRM & ORKFLO MANAGMNT FirmFlow Practice C CLOUD & MOBIL CLOUD NetClient C aa for the C Professional uite Virtual Office C eb Builder C MOBIL APP Mobile C mypay olutions NetClient C RARCH & GUIDANC Thomson Reuters Checkpoint Tax.ThomsonReuters.com/C C.ales@ThomsonReuters.com 2015, Thomson Reuters, all rights reserved. TL29258