Workpapers CS Workpaper and Trial Balance Software
Tax Workflow Software
Simplify and streamline your tax engagements by having multiple staff members manage tax workpapers and work in the trial balance simultaneously. You can even transfer your adjusted balance directly into a variety of tax applications to save time.
Simple tax workpapers management
Let your team members see all activity, updates and changes as they happen with real-time tax workpapers and trial balance collaboration. Reduce inefficiency and redundancy by having your team view up-to-date files simultaneously in our tax workflow software.
Customizable tax codes
Control how balances flow and how subschedule details display in your tax application.
Import PDF files captured on your mobile device and add tick marks, stamps, text and more. Plus, you can scan tax workpapers, including images, directly into the engagement binder with a tablet, smartphone or other WIA or TWAIN-compatible device (available only on locally installed versions of Workpapers CS).
Easy tax reconciliation
You can record and reconcile the difference between Adjusted Net Income and Tax Net Income with the easy-to-use Tax Reconciliation Utility in our tax workflow software.