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Average Ratings 0 Ratings
Description
We have struggled as tax accountants with the lack of software tools that allow us to do our jobs efficiently. It seemed that we had to choose between a complete CRM system to manage every aspect of our tax practice or a spreadsheet. The former is too much, while the latter is not enough. Multiple entities can be created for each client, with multiple returns per entity. All client information from one year to the next can be kept in one place. You can quickly find all client returns statuses in one place. Import your client's data from any software that can export to a.csv and then add the associated entities. You can create custom checklist templates to help you organize the various types of returns that your firm will file. Start tracking and adding tax returns for clients and their entities.
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
Integrations
CCH ProSystem fx
GoSystem Tax RS
Intuit ProSeries Tax
Lacerte
Microsoft Excel
Microsoft Exchange
Microsoft Office 2021
Microsoft Word
UltraTax CS
Integrations
CCH ProSystem fx
GoSystem Tax RS
Intuit ProSeries Tax
Lacerte
Microsoft Excel
Microsoft Exchange
Microsoft Office 2021
Microsoft Word
UltraTax CS
Pricing Details
$20 per user per month
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
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
Vendor Details
Company Name
TaxFlow
Country
United States
Website
www.taxflowsolutions.com
Vendor Details
Company Name
Thomson Reuters
Country
United States
Website
tax.thomsonreuters.com/us/en/cs-professional-suite/workpapers-cs
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
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
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