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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

For legal professionals and firms, it's essential to utilize top-notch products and services from Thomson Reuters. Their comprehensive suite of investigative tools, expert services, research systems, and reference materials delivers the reliable insights essential for navigating the constantly changing legal environment. Explore the efficient resources offered by Practical Law, crafted and maintained by skilled attorney-editors to save you time. With innovative offerings from HighQ, now integrated with Thomson Reuters, your law firm can gain a competitive edge by enhancing efficiency, fostering better collaboration with clients and partners, and revolutionizing your work processes. If you have inquiries regarding Thomson Reuters Westlaw or any other legal products from Thomson Reuters, we are here to assist. You can access a range of support options, including technical assistance, user manuals, training sessions, and more for your Thomson Reuters legal products. Additionally, discover how Concourse Legal Hold can streamline the establishment of a legal hold process that is not only repeatable and automated but also robustly defensible in any legal scenario. This holistic approach ensures that your firm is well-equipped to face the challenges of modern legal practice.

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

No price information available.
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) No 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

Thomson Reuters

Founded

2008

Country

Canada

Website

store.legal.thomsonreuters.com/law-products/videos/concourse-for-corporate/legal-hold/overview

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 

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