Workpapers CS
Workpapers CS enhances tax practice management by enabling seamless collaboration and efficient document handling. Its sophisticated binder system and robust automation features allow users to import data from spreadsheets, verify client balances, and transfer information directly to tax returns. With real-time access and role-specific dashboards, teams can streamline workflows and improve client engagement.
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Top Workpapers CS Features
- Real-time team collaboration
- Single-database interface
- Instant document management
- Integrated research tools
- Powerful reporting capabilities
- Role-specific dashboards
- Optical Character Recognition (OCR)
- Automatic data capture
- Seamless data transfer to UltraTax CS
- Customizable client templates
- Organized source document storage
- Remote software access
- Mobile device PDF import
- Tax Adjustments utility
- Cloud-based or local installation
- Comprehensive compliance management
- Extensive configurability options
- Import from various sources
- Enhanced workflow automation
- Simultaneous access for team members
