Workpapers CS Workpaper and Trial Balance Software
Explore This Product—Workpapers CS
Learn how Workpapers CS can help you stay on top of your engagements. Check out our resources.
Workpapers CS Demo: Introduction
See how Workpapers CS gives you the ability to manage everything for your tax 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 more.
Workpapers CS Demo: Scanning and Organizing
Topics include scanning and organizing your client's source documents using the OCR process in Workpapers CS; how you can use the resulting data to populate the client's tax returns; how Workpapers CS helps reduce data entry time and errors.
Workpapers CS Demo: Trial Balance
Learn how the trial balance capabilities of Workpapers CS can alleviate common tax workflow issues through importing a trial balance, making adjustments, running reports, using groupings within Workpapers CS to streamline and simplify the process, as well as importing data into UltraTax CS.