Workpapers CS Workpaper and Trial Balance Software
Better Serve Your Clients By Using Collaborative Workpaper Management and Trial Balance Software
What’s more valuable to your clients — simply preparing their tax returns, or providing them with expert guidance and understanding about their tax situation?
When it comes to managing your workflow, you don’t have to suffer through a manual synchronization process or be forced to have two separate tools for guidance and engagement. By implementing a comprehensive real-time technology solution, you can collaborate with your team at any time, without errors, compliance risks or IT burdens — allowing you to make a positive impact on your clients’ business in the ways that matter most to them.
New ways to collaborate
What if you could work in real time, every time, on your engagements through a single-interface, single-database structure? No matter when or where you are working, real-time workpaper management and trial balance can help eliminate downtime. Get the information you need without having to sync, import or export information. Collaboration is easier than ever, and your information is always up to date.
Trial balance software with flexible reporting
You can expand your access to a wide variety reporting options with Workpapers CS. Get the results you need with built-in trial balance reporting capabilities, a powerful report and financial statement editor and seamless integration with Microsoft® Word and Excel®.
Powerful staff collaboration tools
You can choose to give all team members simultaneous access to workpapers and the trial balance, and a sophisticated binder system makes it easy to standardize how you organize and manage workpapers. Plus, you can get a fully paperless, cloud-based workflow with extensive electronic annotation and note capabilities.
Source Document Processing
You can easily integrate source documents into an automated tax workflow with Source Document Processing. You can automatically organize and label your scanned source documents, and even transmit data directly into UltraTax CS, with this optional fee-based service. Enjoy organized and labeled source documents that are automatically scanned with the data then transmitted to UltraTax CS through the Source Document Processing service.
Seamlessly integrate with Checkpoint guidance tools
You can automatically integrate your PPC guidance from Thomson Reuters Checkpoint to the appropriate steps in Workpapers CS, making it easy to track the progress of your work and find what you need, when you need it.You will have peace of mind that your work is done accurately, while you save valuable time and help improve firm realization rates.
Workpaper management & trial balance software
An efficient way for your firm to manage workpapers and perform trial balance work.
Automate Your Engagement Binder
Expedite your engagements through rollforward (proforma) of prior-year workpapers with automated retrieval of current-year balances and send a bookmarked PDF of the engagement binder to Onvio Documents for quick, easy storage.
Use a Variety of Document Types
Accommodate a variety of document types including Microsoft Word, Microsoft Excel and Adobe® Acrobat®.
Collaborate Anytime, Anywhere
Allow your entire team to have real-time, dynamically updated work statuses and information with active dashboard portlets. You can share workpapers, comments and instructions and use multiple monitors to view all parts of the engagement at once.
Manage Your Workpapers With Ease
Manage your workpapers easily with a convenient tree structure that offers dynamic folder, subfolders, signoff notations, review notes and a recycle bin.
Webcast: Free Up Your Firm for Tax Season
See firsthand how you can get more time and resources for higher-value client services with workpaper capture and management tools. You’ll learn how you can go beyond your clients’ expectations as a trusted advisor and help their businesses thrive.
Customer Testimonial: Workpapers CS
Knoble Ingle CPAs share their favorite features of Workpapers CS.
On Demand Demo: Workpapers CS
See how you can use Workpapers CS to manage everything for your engagements in one place. You'll also see how you can manage documents and data from multiple sources, scan and automatically organize your client’s source documents and save time with integration across the rest of the CS Professional Suite.
Product Brochure: Workpapers CS
Find out how you can use Workpapers CS to stay on top of your engagements.
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