Make it easy to manage digital workpapers with SPbinder

Organize tax workpapers into a standardized index that follows the flow of the tax return with this versatile, automated work-paper software

Features

• **Minimize review time for managers and partners by streamlining reviews: **Prepare well-documented workpapers that enable smooth and efficient reviews with tick marks, annotations, notes, and hyperlinked cross-references with up to four sign-off levels. Cloud computing allows tax and accounting firms to collaborate from anywhere with a secure internet connection.
• **Standardize workpapers with an index that follows the tax return process: **Automatically bookmark and organize tax documents in a work-paper index that follows the flow of a 1040 tax return and accepts workpapers in PDF, Excel, Word, and email formats. SPbinder seamlessly integrates with other tax and accounting solutions to provide automation across the entire tax lifecycle.
• **Empower staff to spend less time on manual tasks and more time on what matters: **Use unmatched document automation to eliminate more data entry for your preparers than any other scan-and-populate solution on the market. Staffers can even integrate this software with extensive API capabilities that give a larger picture of the tax return process.