Tax and accounting
Engagement compilation and review
Gain powerful reporting capabilities, centralized document management, and help your team collaborate seamlessly
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Free up your firm for tax season
Collaborate in real time with your team and save time with streamlined processes so you can focus more on providing higher-value client services.
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Streamline your tax workflow with Workpapers CS
Powerful tax work papers help you simplify processes, reduce time, and increase team efficiency:
- Give all team members simultaneous access to tax work papers and the trial balance with role-specific dashboards to standardize how your firm works
- Import data from a spreadsheet, quickly and easily verify client balances, and transfer to tax returns
- Make your work fast and easy with a sophisticated binder system that boasts extensive configurability and powerful efficiency features
- Set permissions for your staff and track their activities to ensure the right people sign off on the right parts of an engagement
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Manage multiple scenarios effectively with ONESOURCE Workpapers
Advanced workpaper technology for the Direct Tax suite that empowers users to pull or push data from any on-boarded ONESOURCE application:
- Save time with a simple process using just one tool to push and pull information from multiple applications
- Centralize all workpapers so you can use the same data across your entire direct tax process
- Create data controls and audit trails around existing spreadsheets
- Build ad-hoc calculations, summary schedules, and data comparisons, all within the familiar environment of Microsoft® Excel
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Discover more about our audit and accounting solutions
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