Workpapers CS Workpaper and Trial Balance Software
Serve Your Clients Better with Our Workpaper Management and Trial Balance Software, Workpapers CS
Manage your workpapers with real-time online collaboration and powerful tools for managing documents and data from a variety of sources. It's easier than ever to stay on top of your engagements and provide your clients with better service in less time.
New ways to collaborate
Available as either a hosted or local installation, the single-interface, single-database structure of Workpapers CS puts the information you need at your fingertips. No syncing, no imports, no exports. Collaboration is easier than you ever thought possible and your information is always up to date.
Trial balance software with flexible reporting
Workpapers CS includes a wide variety of reporting options for the ultimate in flexibility. In addition to its powerful built-in trial balance reporting capabilities, it offers a powerful report and financial statement editor, as well as seamless integration with Microsoft® Word and Excel®. And it enables you to combine these features any way you choose to get exactly the results you need.
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 assign, organize and route workpapers. Extensive electronic signoff capabilities enable a fully paperless, cloud-based workflow.
Source Document Processing
Source Document Processing is an optional, fee-based service that makes it easy to integrate paper source documents into an automated tax workflow. It automatically organizes and labels source documents that are scanned in and can even transmit data from those documents into UltraTax CS.
Unparalleled integration with PPC Guidance
With a complete audit workflow that integrates PPC guidance from Thomson Reuters Checkpoint and Microsoft<sup® Office®, Workpapers CS makes it easy to track progress on your work—from creation through wrap up. You will have peace of mind that your audit work is done accurately, while you save valuable time and help improve firm realization rates.
Workpaper management & trial balance software
Workpapers CS offers you a better way to manage workpapers and perform trial balance work.
Automate Your Engagement Binder
Workpapers CS enables you to 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 FileCabinet CS to secure a subpoena and peer review copy of the audit.
Use a Variety of Document Types
Workpapers CS accommodates a variety of document types including Microsoft Word, Microsoft Excel and Adobe® Acrobat®.
Collaborate Anytime, Anywhere
Cloud technology allows your entire team to get real-time, dynamically updated work statuses and information with active dashboard portlets; share workpapers, comments and instructions anyplace, anytime; and use multiple monitors to view all parts of the engagement at once.
Manage Your Workpapers With Ease
Manage workpapers more easily with a convenient tree structure that offers dynamic folder, subfolders, signoff notations, review notes and a recycle bin.
How Do You Find More Time to Advise Your Clients?
Elevate client service and save hours on tax prep when you unite your UltraTax CS software with other CS Professional Suite solutions.
On Demand Demo: Workpapers CS
See how Workpapers CS gives you the ability to manage everything for your tax and audit engagements in one place: how you can manage documents and data from multiple sources; how you can scan and automatically organize your client’s source documents; and how integration with the rest of the CS Professional Suite makes it a snap to share your data.
Product Brochure: Workpapers CS
Find out how you can use Workpapers CS to stay on top of your engagements.
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