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Description
Experience a fully customizable platform that features role assignments, timelines, workflows, task lists, and approval processes to enhance collaboration and streamline project management. Consolidate all your digital resources in one central location for improved efficiency. You can work together, organize, search, and maintain complete oversight of your design assets. Unify your team to collaborate, review, annotate, and evaluate multiple files, which can boost the accuracy of your artwork by as much as 70%. Obtain systematic insights into your projects, enabling you to make informed decisions for future initiatives and identify emerging patterns. With ready-to-use templates, you can start collaborating and saving time immediately, eliminating the need for costly integrations or lengthy training. Seamlessly connect with your ERP and printing partners, ensuring that you share your files accurately and swiftly according to your business needs. Strengthen team alignment, foster collaboration, adhere to strict compliance standards, and oversee the entire artwork process from start to finish, ensuring a smooth workflow throughout the project lifecycle. This solution not only enhances productivity but also empowers your team to achieve their goals more effectively.
Description
The adaptable Collaboration Suite designed for high-performing teams, SmartShare consolidates all essential updates into one centralized platform. Its renowned Company Overview feature provides a comprehensive snapshot of customer-related information on a single screen, including details about active projects, deals, contracts, and offerings. SmartShare enhances organizational structure by streamlining the way individuals collaborate and share data. With the centralization of information, teamwork among colleagues and departments sees significant improvement, leading to feedback from customers indicating an average time savings of one hour per employee each day. A sophisticated, integrated access rights management system ensures that data is safeguarded and accessible only to authorized personnel. Access permissions can be customized at various levels, including individual, team, binder, project, and document, providing flexibility and security. Moreover, the incorporation of email management within the shared environment significantly boosts productivity and fosters effective collaboration among team members. This innovative approach not only simplifies communication but also enhances the overall efficiency of the working process.
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
API Access
Has API
API Access
Has API
Integrations
ESET Cyber Security
F5 BIG-IP Advanced WAF
Fortra Automate
HCL Commerce
HubSpot CRM
Ivanti Connect Secure
Lacerte
Mailchimp
Microsoft Outlook
Microsoft Power BI
Integrations
ESET Cyber Security
F5 BIG-IP Advanced WAF
Fortra Automate
HCL Commerce
HubSpot CRM
Ivanti Connect Secure
Lacerte
Mailchimp
Microsoft Outlook
Microsoft Power BI
Integrations
ESET Cyber Security
F5 BIG-IP Advanced WAF
Fortra Automate
HCL Commerce
HubSpot CRM
Ivanti Connect Secure
Lacerte
Mailchimp
Microsoft Outlook
Microsoft Power BI
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
DOQMIND
Country
Belgium
Website
www.doqmind.com
Vendor Details
Company Name
EASI
Founded
1999
Country
Belgium
Website
easi.net/en/solutions/smartshare
Vendor Details
Company Name
Thomson Reuters
Country
United States
Website
tax.thomsonreuters.com/us/en/cs-professional-suite/workpapers-cs
Product Features
Product Features
Collaboration
Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Product Features
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management