ProSystem fx Write-Up’s data import wizard can be used to retrieve client information from multiple sources, including Write-Up CS, Lacerte, QuickBooks, Quicken, Peachtree, text files and the Windows clipboard. It also allows export to most of the same formats, as well as PDF and Excel. The program integrates fully with the paperless document and engagement management, trial balance and other programs in the ProSystem fx Suite, including a dynamic link between the program and ProSystem fx Tax for preparation of 1040 Schedules C, E and F, and corporate, partnership and exempt organization returns.
SUPPORT, TRAINING & HELP-
The customizable nature of the program makes it easy to learn and tailor to individual and client needs, while many assistive features are available, including content/task-specific Help, right-click menu options, tutorials and wizards. Program updates are downloadable from the support website, which also offers FAQs, information on training and events, and news.
ProSystem fx Write-Up is ideally suited to mid-sized and larger practices offering their clients comprehensive year-round service in multiple engagement areas. The .NET platform upon which ProSystem fx Write-Up is built makes it incredibly customizable, while its integration with the products in the suite can be a significant productivity boost, speeding data entry, reconciliation functions, trial balance preparation and even tax compliance functions.