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 

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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

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Discover more about our audit and accounting solutions

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