Workpapers CS Audit Workflow Software
Workpapers CS offers more collaboration tools and ease of use than any other audit management desktop software available. With the ability to configure the whole package to your needs, you can easily organize and perform any audit—from planning and review to final wrap up.
Dashboard views will change the audit game for your firm
The workpapers dashboard in Workpapers CS lets you control how different roles in an engagement interact with the engagement binder and contents. Even firms as small as one can benefit, as you can switch dashboard views when you switch hats during the audit process. Plus, the workpapers dashboard provides real-time updates on signoffs, notes and more!
Realize unparalleled integration with Checkpoint guidance
With a completely integrated audit process leveraging PPC guidance from Thomson Reuters Checkpoint and Microsoft® Office®, Workpapers CS can bring your firm to a new level of efficiency while assuring compliance and accuracy of work. The unique relationship between Workpapers CS and PPC’s SMART Practice Aids with Field Work offers the most value of any complete desktop audit solution available today.
Single database for staff collaboration boosts productivity
With the versatile management tools in Workpapers CS, you can assign documents, manage who can access which documents and keep track of who's signing off on what. Plus, with its auditor-friendly ecosystem, Workpapers CS lets multiple staff access workpapers and the trial balance simultaneously, if needed, without the need to check in, check out or synchronize. You are truly able to harness the security and speed of working in real time using Workpapers CS.
Financial audit compliance made simple
Workpapers CS helps you meet tax and accounting audit standards and risk assessment standards, so you stay compliant with GAAP, AICPA Professional Standards, SEC requirements and current tax law.
Efficient, flexible and powerful reporting capabilities
Quickly create trial balances as well as professional customized financial statements and reports with ease. Create new or drag/drop your own existing Microsoft Excel® and Microsoft Word® based financial reports, so you have full control over reporting.
Track and monitor engagements with ease
In addition to numerous diagnostic reports, Workpapers CS also offers real-time interactive workpaper and notes lists. You can filter and set your dashboard to make reviewing an audit’s progress as automated as ever. And with the event tracking feature, you’ll always know which changes have been made in any engagement, when they were made and by whom.
Save even more time with tax integration
Set up your trial balance in Workpapers CS to facilitate efficient tax return processing with UltraTax CS or GoSystem Tax RS. You can quickly add, delete or change journal entries, assign tax codes and add new accounts with ease. And with Workpapers CS, you have peace of mind knowing you are using a system built from the ground up to create automated workflow with minimal steps and data entry.
Create complete transparency in your audit workflow
With all work being done in one database in real time, you won’t have to spend time waiting on files to be synced or updated. You’ll have the peace of mind of knowing exactly what the status is of any part of an audit. The immediacy of information sharing in Workpapers CS helps you avoid bottlenecks in the review process and create better on-screen collaboration.
Multiple hosting options means software the way you want it
Because each firm has its own unique needs, we offer a variety of software delivery and hosting options. Whether you prefer web-hosted cloud computing or the more traditional local software installation configuration, you'll find it in CS Professional Suite. And you’ll find Workpapers CS does everything you need to maximize realization on your audit engagements.