Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Effortlessly incorporate professional audit tickmarks into your workpapers with a single click, compatible with both Google Sheets and Google Docs, and featuring options for customizable colors, comprehensive notes, and reference URLs. Tasks that previously consumed several minutes for each entry are now accomplished in mere seconds.
Customizable Tickmarks in Google Sheets: Select from a range of standard audit symbols or design personalized marks that align with your firm's unique methodology, ensuring that your preferences remain intact.
Instant Legends in Google Sheets: Automatically generate a catalog of all tickmarks utilized across your workpapers, eliminating the tedious manual cross-referencing that auditors often find burdensome; with just one click, your legend is both complete and accurate.
Smart Endnotes in Google Docs: Keep sequential numbering intact and include detailed audit information, all formatted with the precision necessary to adhere to GAAP and audit standards, making it ideal for memo documentation.
Comprehensive Audit Trail: Each tickmark is accompanied by a date stamp, providing a reliable and traceable history of your audit process, enhancing accountability and transparency.
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
No images available
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
$12/month
$12/month, team pricing available
Free Trial
Yes
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
ALS Properties, LLC
Founded
2013
Country
United States
Website
sheetshelp.com/tickmark-pro/
Vendor Details
Company Name
Thomson Reuters
Country
United States
Website
tax.thomsonreuters.com/us/en/cs-professional-suite/workpapers-cs
Product Features
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