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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

The EZ Trial Balance software is available in both Desktop and Cloud versions, providing a comprehensive solution that encompasses features such as trial balance import, chart of accounts management, and the categorization of types, sub-types, groups, and sub-groups, as well as the ability to record journal entries, cash receipts, and disbursements, alongside functionalities for general ledger maintenance, trial balance generation, working trial balance preparation, and the production of various reports. Do you recall the days when trial balance software was not only user-friendly but also budget-friendly? Remember favorites like Workpapers Plus and ATB, which we all cherished? EZ Trial Balance was developed with that nostalgia in mind! It offers straightforward trial balance capabilities that effectively meet your needs, facilitating easy client setup and a streamlined workflow while avoiding unnecessary complexities and costs that accountants often face. Testing out EZ Trial Balance is a breeze; simply download the free demo of our desktop version or enjoy a 7-day free trial of the cloud version, with no requirement for credit card or payment details! In this way, you can explore its features and decide if it’s the right fit for your accounting needs.

Description

Thomson Reuters Workpapers CS enhances efficiency by facilitating seamless collaboration and enabling the management of documents and data from multiple sources. This platform unifies integrated research tools with robust reporting features, providing a comprehensive solution for both client guidance and engagement. Teams can work together in real-time through a streamlined interface, utilizing a unified database that eliminates the need for syncing, importing, or exporting data. Whether deployed as a cloud-based service or a local installation, Workpapers CS ensures that crucial information is readily accessible, allowing you to significantly benefit your clients’ operations. The system’s advanced binder organization, high configurability, and energy-efficient capabilities contribute to a swift and effortless workflow. Users can easily import data from spreadsheets, promptly verify client balances, and transfer that information to tax returns. Furthermore, all team members can access tax work papers and the trial balance simultaneously, benefiting from dashboards tailored to their specific roles. By integrating these features, Workpapers CS not only boosts productivity but also enhances team collaboration.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

CCH ProSystem fx
GoSystem Tax RS
Intuit ProSeries Tax
Lacerte
Microsoft Excel
Microsoft Exchange
Microsoft Office 2021
Microsoft Word
UltraTax CS

Integrations

CCH ProSystem fx
GoSystem Tax RS
Intuit ProSeries Tax
Lacerte
Microsoft Excel
Microsoft Exchange
Microsoft Office 2021
Microsoft Word
UltraTax CS

Pricing Details

$299 per user per year
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

TB Works Software

Founded

1999

Country

United States

Website

www.tbworkssoftware.com

Vendor Details

Company Name

Thomson Reuters

Country

United States

Website

tax.thomsonreuters.com/us/en/cs-professional-suite/workpapers-cs

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Product Features

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

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