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Wednesday | August 20, 2008   
 
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ProSystem fx Write-Up provides all of the essential functions for managing your clients' day-to-day operations.
  • Multiple import options help move your accounts, customers, employees and vendors into ProSystem fx Write-Up.
  • Increase profits by expanding your payroll services, and use magnetic media or e-filing for submission of payroll forms to federal and state agencies.
  • Maximize efficiency through time-saving data transfer and the other benefits of software integration. For example, you can dynamically link to ProSystem fx Tax for C-Corporation, S-Corporation, Partnership and Exempt Organization federal tax returns, virtually completing a return with just a few clicks.
  • Lock prior periods and use the audit trail features to ensure data entry is being completed correctly. 
  • Protect yourself from system crashes and safeguard clients' privacy through highly secure and reliable technology.
  • Manage bank reconciliations, check writing, and more.
 
For added convenience, ProSystem fx Write-Up forms, including W-2, 1099, wage forms, payroll checks, envelopes, invoices, and statements, are available through ProSystem fx Supplies.
 
Use Write-Up to accelerate the processing of your clients' write-up engagements and boost your firm's profits.
  • Import transactions from Peachtree®, Quicken®, Lacerte® and Quickbooks® or convert directly from Write-Up CS.™
  • Provide analytical advice based on quickly created reports and statements.
  • Organize transactions by customized departments, divisions, and locations. Your data sorting can be as high-level or as detailed as you need it to be.
  • Expand your payroll business with signature-ready payroll forms, ready-to-print 1099s, payroll and tax liability reports, and convenient payroll processing.
  • Reconcile client bank accounts with one-click access to reveal current or past reconciliations.
 
ProSystem fx Write-Up is completely flexible. You can customize it so it works the way you work best: 
  • Code your transactions by departments, divisions, locations, and other categories.
  • Filter and sort information for customized reports.
  • Configure data input specifications and customize columns.
  • Utilize high-level or detailed data sorting.
  • Adjust and resize the menus and personalize the toolbars.
  • Customize reports to display only the information you want to see.
 
By working seamlessly with the other software you depend on, ProSystem fx Write-Up saves you time and hassle.  
  • Export data to ProSystem fx Tax for quicker tax return preparation.
  • Export customized statements and reports to ProSystem fx Engagement  and Trial Balance.
  • Open reports and financial statements in Microsoft Excel.
  • Upload PDFs of statements and reports to ProSystem fx Document.
  • Move accounts, customers, employees, and vendors into Write-Up from the Windows Clipboard or ASCII text files.
  • Easily transfer data from QuickBooks, Creative Solutions Write-Up, and other applications.
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