Tax and accounting
Accounting and financial management solutions
Operate at peak efficiency with comprehensive document management, team collaboration, and reporting capabilities that boost business intelligence and improve your clients’ financial health
Level up your firm’s accounting processes
Collaborate in real time and streamline accounting processes so you can focus more on providing higher-value client services like analytics and forecasting.
Streamline your tax preparation workflow with Workpapers CS
Powerful tax workpapers help you simplify accounting processes, improve operations, and boost productivity:
- Give all team members simultaneous access to tax workpapers and the trial balance with role-specific dashboards to standardize how your firm works.
- Import financial statement data, quickly and easily verify client balances, and transfer to tax returns for streamlined tax preparation.
- Make your work fast and easy with a sophisticated binder system that boasts extensive configurability and powerful efficiency features.
- Set permissions for your staff and track their activities to ensure the right people sign off on the right parts of an engagement.
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Optimize your firm’s operations with CS Professional Suite
Streamline workflows, simplify client data, and capture insights that boost your firm’s overall profitability:
- Lease cloud-based versions of our entire CS Professional Suite, plus Microsoft Office and Exchange.
- Budget annual expenses and scale according to your firm's needs.
- Pay only for the software you use.
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Discover more about our audit and accounting solutions
Whether you're looking for tax and accounting or international trade and supply chain solutions, uncover products that will give your organization the boost it needs.
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Contact our team to learn more about our tax and accounting solutions.
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