Workpapers CS Workpaper and Trial Balance Software
Audit Software for CPA Firms
Solve obstacles with audit workflow software that supports instantaneous collaboration and integrated content systems. You can easily organize and perform any audit — from planning to final wrap up — efficiently and quickly. By implementing a comprehensive real-time auditing solution for accountants, you can collaborate with your team at any time — without audit errors, compliance risks or IT burdens.
Dashboard views will change the audit game for your firm
Control how different roles in an engagement interact with the engagement binder and contents through using the dashboard in our audit workflow software. You can switch dashboard views as 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
Step up your audit game even more with integrated auditing software for accountants that leverages PPC guidance from Thomson Reuters Checkpoint and Microsoft® Office®. You can elevate your firm to a whole new level of efficiency, while assuring compliance and accuracy of work.
Single database for staff collaboration
You can assign documents, manage access to documents and keep track of who's signing off on what with the versatile management tools in this audit software for CPA firms Plus, with its auditor-friendly ecosystem, multiple staff members can access workpapers and the trial balance simultaneously, without the need to check in, check out or synchronize. You can harness the security and speed of working in real time using our powerful audit workflow software.
Financial audit compliance made simple
Meet your 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
You can 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, you can get 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 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 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 our audit workflow software 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 your firm has its own unique needs, choose from 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.