Tax & Accounting

Recommended Products

    • Checkpoint Edge

      A powerful tax and accounting research tool. Get more accurate and efficient results with the power of AI, cognitive computing, and machine learning.

    • UltraTax CS

      Provides a full line of federal, state, and local programs. Save time with tax planning, preparation, and compliance.

    • SurePrep 1040SCAN

      Automate workpaper preparation and eliminate data entry

Trade & Supply

Recommended Products

    • Foreign Trade Zone Management

      Software that keeps supply chain data in one central location. Optimize operations, connect with external partners, create reports and keep inventory accurate.

    • Indirect Tax

      Automate sales and use tax, GST, and VAT compliance. Consolidate multiple country-specific spreadsheets into a single, customizable solution and improve tax filing and return accuracy.

Risk & Fraud

Recommended Products

    • CLEAR

      Search volumes of data with intuitive navigation and simple filtering parameters. Prevent, detect, and investigate crime.

    • Fraud Detect

      Identify patterns of potentially fraudulent behavior with actionable analytics and protect resources and program integrity.

    • ID Risk Analytics

      Analyze data to detect, prevent, and mitigate fraud. Focus investigation resources on the highest risks and protect programs by reducing improper payments.

Tax and accounting

Engagement compilation and review 

Gain powerful reporting capabilities, centralized document management, and help your team collaborate seamlessly

Free up your firm for tax season

Collaborate in real time with your team and save time with streamlined processes so you can focus more on providing higher-value client services.

Streamline your tax workflow with Workpapers CS

Powerful tax work papers help you simplify processes, reduce time, and increase team efficiency:

  • Give all team members simultaneous access to tax work papers and the trial balance with role-specific dashboards to standardize how your firm works 
  • Import data from a spreadsheet, quickly and easily verify client balances, and transfer to tax returns 
  • 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 

Have questions?
Contact a representative

Manage multiple scenarios effectively with ONESOURCE Workpapers

Advanced workpaper technology for the Direct Tax suite that empowers users to pull or push data from any on-boarded ONESOURCE application:

  • Save time with a simple process using just one tool to push and pull information from multiple applications
  • Centralize all workpapers so you can use the same data across your entire direct tax process
  • Create data controls and audit trails around existing spreadsheets
  • Build ad-hoc calculations, summary schedules, and data comparisons, all within the familiar environment of Microsoft® Excel

Have questions?
Contact a representative

Discover more about our audit and accounting solutions

Questions about our products and services? We’re here to support you. 

Contact our team to learn more about our tax and accounting solutions.

Need help?

View account and product support

Already a customer?

Go to product logins