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Firm Management

2014 Review of Thomson Reuters Web Builder CS

Web Builder CS is part of one of the most comprehensive suites of cloud based applications to run your tax or accounting practice with. The Thomson Reuters CS Professional Suite consists of 16 integrated applications including tax preparation, payroll processing, client accounting, document management and more.

John Higgins

Aug. 08, 2014

Web Builder CS is part of one of the most comprehensive suites of cloud based applications to run your tax or accounting practice with.  The Thomson Reuters CS Professional Suite consists of 16 integrated applications including tax preparation, payroll processing, client accounting, document management and more. 

Most importantly, Web Builder CS lets you integrate your website with the powerful NetClient CS client portal application. This provides you with the ability to use your website to provide your clients with a full service financial information center, including online access to a shared real-time accounting system (Accounting CS.)

Web Builder CS has deep roots,  it was originally Emochila, which was purchased by Thomson Reuters in 2011. Emochila was one of the pioneers in web site builders when it came to market in 2003. Now that it has been integrated into the Thomson Reuters CS Professional Suite of applications, its value has been enhanced.

Some of the more notable features of Web Builder CS include:

  • Choose between a standard design based on the library of templates, or have them develop a custom designed web site for you.
  • Integration with the NetClient CS portal.
  • Automated monthly newsletter template feature that you can customize and brand with your firm’s logo and colors.
  • Ability to accept credit card payments online
  • Library of financial calculators
  • Search engine submission for Google, Bing and Yahoo to increase the chances your firm will be discovered.
  • Integrated blog application that you can link to Facebook, Twitter, LinkedIn and Google+
  • Appointment application that lets your clients schedule appointments via your web site.

Best Firm Fit

Any firm that uses the Thomson Reuters CS Professional Suite of applications to run their practice.

Strengths

  • Integration with the CS suite of applications, particularly the NetClient CS portal
  • Depth of expertise provided from Emochila history
  • Hosted by Thomson Reuters in world class data centers

Potential Limitations

  • Firms can optimize the value of the program if using other programs in the Thomson Reuters CS Professional Suite of applications

Summary and Pricing

Pricing starts at $70 per month. Additional fees for custom design services may apply, which include the services of an account manager who helps make sure that the firm is satisfied with their website.