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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Tax software designed specifically for tax professionals, enabling the preparation of 1040 federal, state, and local tax returns with ease. Experience in-season wait times of under 60 seconds and enjoy the benefit of no hidden fees. This efficient system allows you to expedite your clients' refunds and receive your payments more quickly. We collaborate with leading banks in the industry, simplifying the signup process to just seconds. Our dependable software, skilled support staff, and integrated banking options are just a few reasons why our clients remain loyal year after year. With TaxSlayer Pro Web, you can access your work on any device with internet capability, allowing you to prepare returns from any location your business takes you. TaxSlayer Pro Classic encompasses all the necessary tools to prepare, file, and transmit tax returns for your clients efficiently. Additionally, our mobile application facilitates the collection of tax information from clients no matter where you are, eliminating the need for in-office waits. Save valuable time and enhance client retention with TaxesToGo®, ensuring a smoother experience for both you and your clients. Furthermore, our commitment to innovation means that we continually update our features to better serve your 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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CCH ProSystem fx No 
GoSystem Tax RS No 
Intuit ProSeries Tax No 
Lacerte No 
Microsoft Excel No 
Microsoft Exchange No 
Microsoft Office 2021 No 
Microsoft Word No 
UltraTax CS No 

Integrations

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

Pricing Details

$1,495 one-time payment
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

TaxSlayer Pro

Country

United States

Website

www.taxslayerpro.com

Vendor Details

Company Name

Thomson Reuters

Country

United States

Website

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

Product Features

Tax Practice Management

Approval Process Control Yes 
Billing & Invoicing Yes 
Client Management Yes 
Client Portal Yes 
Document Management Yes 
Due Date Tracking No 
Scenario Planning Yes 
Tax Filing Yes 
Tax Forms Yes 
Workflow Management No 

Product Features

Tax Practice Management

Approval Process Control No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
Scenario Planning No 
Tax Filing No 
Tax Forms No 
Workflow Management No 

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