Powerful tax workpaper and trial balance software

Thomson Reuters Workpapers CS streamlines processes, offering instantaneous collaboration and the ability to manage documents and data from a variety of sources. Integrated research and tools combine with powerful reporting capabilities to deliver one solution for both guidance and engagement for your clients. Collaborate in real time with your team through a single-interface, single-database structure without having to sync, import, or export information. Available as either a cloud-based or local installation, Workpapers CS puts the information you need at your fingertips, empowering you to make a positive impact on your clients’ businesses.

Features

• **Streamlined workpaper management: **A sophisticated binder system, extensive configurability, and powerful efficiency features make your work fast and easy.
• **Trial balance software: **Import data from a spreadsheet, quickly and easily verify client balances, and transfer to tax returns.
• **Advanced collaboration tools: **Give all team members simultaneous access to tax workpapers and the trial balance, with role-specific dashboards to standardize how your firm works.
• **Standardized engagements: **Create template clients or build the client by selecting Thomson Reuters PPC guides and using Microsoft® Excel® and Word documents already in use.
• **Flexible tracking and security: **
• Set permissions for your staff and track their activities, so that the right people sign off on the right parts of an engagement.
• **Source Document Processing: **Enjoy organized and labeled source documents that are automatically scanned with the data and transmitted to UltraTax CS.