Workpapers CS Description

Thomson Reuters Workpapers CS simplifies processes by allowing instantaneous collaboration, the ability to manage documents from a variety sources, and the ability for data and documents to be managed. Integrated research and tools are combined with powerful reporting capabilities to provide one solution for guidance and engagement for clients. You can collaborate in real-time with your team using a single interface, single-database structure. There is no need to sync, import or export information. Workpapers CS is available as a cloud-based installation or a local installation. This allows you to make a positive difference in the lives of your clients' businesses. The advanced binder system, configurability and power efficiency features make it easy to work. Import data from a spreadsheet to quickly verify client balances and transfer it to tax returns. All team members have simultaneous access to tax papers and trial balances. Each role has its own dashboard.

Pricing

Free Trial:
Yes

Integrations

Reviews

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Company Details

Company:
Thomson Reuters
Headquarters:
United States
Website:
tax.thomsonreuters.com/us/en/cs-professional-suite/workpapers-cs

Media

Workpapers CS Screenshot 1
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Product Details

Platforms
SaaS
Windows
Type of Training
Documentation
In Person
Videos
Customer Support
Phone Support
Online

Workpapers CS Features and Options

Tax Practice Management Software

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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