Tax and accounting
Compilation and review engagement tools
Powerful, cloud-based accounting software for managing documents and data from a variety of sources
Make cloud-based work paper management a reality
Complete preparation, compilation, and review tasks entirely in the cloud, enhancing collaboration and providing access to engagements anytime, anywhere.
Exercise professional judgment and ensure accounting standards compliance
Workpapers CS offers real-time collaboration and centralized document management that makes it easier than ever to stay on top of your engagements:
- Set up new client engagements fast, streamline standard account mappings, and quickly generate financial statements.
- Import data from a spreadsheet, link trial balance data, and transfer the adjusted balance directly to your tax return application.
- Enable multiple staff members to manage workpapers and work on the trial balance simultaneously.
- Utilize a sophisticated binder system, extensive tabbing capability, and powerful features such as quick preview and drag-and-drop.
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Manage a variety of work paper scenarios with ease
ONESOURCE Workpapers provides you with tools to create, manage, and organize your workpapers, attachments, and batches:
- 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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