Tax & Accounting Blog

You’re Invited to Energize Your Tax Workflow with Integrated Workpapers and Trial Balance

CS Tax & Asset Management Solutions October 22, 2015

In our connected world, it’s critical that our software tools communicate and share data as fast and accurately as possible. That’s why we’ve created a completely integrated workpaper management and trial balance process that works seamlessly with your UltraTax CS tax prep workflow. To help you learn more about how this process works, we invite you to attend a free online webcast this fall to see how you can raise your game this tax season.

The online webcast will be offered on several dates for your convenience:

November 13: 1:00 p.m. ET
November 19: 1:00 p.m. ET
December 2: 1:00 p.m. ET

Register Now

In this free online webcast, you’ll learn about the power and inherent benefits of workpaper management integration, including how to:

  • Collect, organize and process client source data—See how you can easily collect IRS source documents and client trial balance data via a secure, integrated portal, and eliminate unnecessary data entry with seamless data sharing.
  • Incorporate QuickBooks® data—Save even more time with automated import and organization of clients’ QuickBooks files into the trial balance, so you can be confident that your data is always correct and consistent.
  • Rationalize your book/tax reconciliations—See how you can use the powerful reconciliation tool in Workpapers CS to ensure you’re not wasting time hunting down differences or entering Schedule M-1 adjustments redundantly each year.
  • Realize the benefits of a professional trial balance—Whether you’re working on federal tax balances for a business tax return, tax balances for 1040 business or rental activities or assembling a compilation/review, you’ll see how you can meet any trial balance needs with one convenient solution.

To learn more and sign up for the webcast, visit us online.