SPbinder features

Maximize productivity and minimize time spent with software designed for tax engagements 

Learn how SPbinder expedites the tax return preparation process and creates a digital collaboration space

Work-paper tools

Quickly and accurately process and review tax returns with confidence. These tools allow reviewers to accelerate the process of workpapers while still maintaining compliance.

Cross-references

Save valuable time throughout tax reviews with cross-references. This feature allows users to hyperlink two figures on any work paper in the binder, no matter the file type, letting reviewers draw connections and reference any amount of annotations at the click of a mouse.

Notes 

Communicate with colleagues using threaded responses, reference specific workpapers, and leave attention items for reviewers to quickly wrap up particular projects, all in a centralized tab.

Annotations 

Use four different annotation tools to emphasize certain calls to action, next steps, or pressing concerns throughout a work paper. Implement highlights, markups, work-paper tools, and stamps. 

Leadsheets 

Gather all final amounts in one place to facilitate a high-level, materiality-based review. Use cross-referenced source documents, change tracking, and variance detection to get the whole picture of a review.

Optimize your workplace with the power of SPbinder

Work-paper standardization

Follow the order of the tax return cycle with these automated and sophisticated tools from SPbinder.

Index Tree

Sort documents into their designated categories using folders, proforma placeholders, and documents laid out in an order that follows the flow of the tax return. Setting up these categories allows tax professionals to generate a binder and begin preparation before a client submits all their documentation.

K-1 Reclass

Organize supplemental information with the help of artificial intelligence (AI). Preparers use simple dropdown menus to assign amounts to the correct income and expense categories. AI will pre-populate the dropdowns with the best suggestions, reducing search time. Once assigned, SPbinder exports the data to the tax software, reflecting updates throughout the binder.

Calculator Tape 

Replace your desktop 10-key calculator and cumbersome bulk orders of tape rolls with Calculator Tape, a calculator you manage and place directly on workpapers. Use it to cross-reference any amounts on the work paper captured with optical character recognition (OCR).

OCR Calculator 

Input data conveniently into the calculator with SPbinder's click-and-drag, optical character recognition (OCR) feature. Select OCR from the calculator toolbar to capture the amounts you wish to obtain.

DILLY/DILOP 

Leverage AI and machine learning to auto-index non-standard documents. This technology allows the user to reference how similar documents were indexed in the prior year and applies that action to the current year.

Kick off your new review process now with SPbinder