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What is EzPSA?

EzPSA provides a holistic solution that is easily accessible from various devices and locations, consolidating all of your requirements into a single platform. This system is loaded with numerous features tailored for every essential task, effectively removing the need for any additional third-party applications, as it automates processes from the outset. With EzPSA, you are equipped with all the vital tools necessary to offer outstanding service to your clients, including a client relationship management system (CRM) that is specifically designed to strengthen your interactions with them. The CRM functionalities also allow for engagement with prospective clients, which can lead to significant growth for your business. Moreover, EzPSA streamlines the management of your business relationships by providing transparent insights into data about clients, suppliers, staff, leads, and prospects. By establishing connections between businesses and individual contacts, it presents a cohesive view of your operations, facilitating improved decision-making and strategic planning. In addition to these benefits, EzPSA continually adapts to the evolving needs of businesses, making it an essential tool for any organization aiming to excel in a competitive landscape. Ultimately, the comprehensive nature of EzPSA empowers businesses to not only survive but thrive in challenging markets.

What is CS Professional Suite?

Thomson Reuters' CS Professional Suite stands out as the most comprehensive assortment of integrated software and services designed specifically for tax and accounting professionals. Whether you are an independent consultant or leading a sizable accounting firm, it equips you with all the crucial tools needed for smooth operations. Each software module is carefully developed to work in harmony within a singular framework, facilitating effortless data sharing and workflow management throughout your tasks. You have the option to choose specific solutions or acquire the full suite; in either scenario, you can expect a notable enhancement in your firm's efficiency and profitability. Many accounting firms, much like yours, often find themselves inundated with daily responsibilities that keep their practice running, which can hinder efforts to attract new clients or improve service offerings. To shift towards a more strategic approach, having a comprehensive solution is essential for streamlining your procedures. Our Accounting CS software combines multiple features, including write-up, trial balancing, payroll oversight, and financial statement evaluation, to effectively address your professional requirements. By adopting this state-of-the-art suite, your firm is positioned to achieve unprecedented levels of productivity and excellence in service delivery, ultimately setting the stage for long-term growth and success. Moreover, the seamless integration of these tools can significantly enhance collaboration among team members, fostering a more dynamic and responsive work environment.

Media

Media

Integrations Supported

Doc.It by IRIS
QuickFee
UltraTax CS

Integrations Supported

Doc.It by IRIS
QuickFee
UltraTax CS

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

EzPSA

Date Founded

2009

Company Location

New Zealand

Company Website

www.ezpsa.com

Company Facts

Organization Name

Thomson Reuters

Company Website

thomsonreuters.com

Categories and Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Categories and Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

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