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What is Workpapers CS?

Thomson Reuters Workpapers CS significantly improves productivity by promoting efficient collaboration while overseeing documents and data from various origins. This system combines integrated research tools with powerful reporting capabilities, delivering a thorough solution for client advisory services and engagement. Teams can collaborate in real-time through a user-friendly interface, using a centralized database that removes the complications of syncing, importing, or exporting data. Whether utilized as a cloud solution or through local installation, Workpapers CS guarantees immediate access to vital information, which can greatly enhance your clients' operations. With its sophisticated binder organization, high adaptability, and environmentally friendly features, the platform streamlines workflows effectively. Users can conveniently import data from spreadsheets, swiftly confirm client balances, and seamlessly transfer that information to tax returns. In addition, all team members have the ability to access tax work papers and the trial balance concurrently, enhanced by role-specific dashboards that improve task management. By incorporating these advanced functionalities, Workpapers CS not only elevates overall efficiency but also fosters stronger collaboration among team members, creating a more cohesive work environment. Ultimately, this integrated approach allows firms to serve their clients better while optimizing internal processes.

What is SmartShare?

SmartShare, an adaptable Collaboration Suite tailored for high-performing teams, centralizes crucial updates into a single platform for easy access and management. Its acclaimed Company Overview feature delivers a complete view of customer-related data on one screen, showcasing active projects, deals, contracts, and offerings. By improving the organizational framework, SmartShare facilitates better collaboration and data sharing among team members. The centralization of information translates into enhanced teamwork across departments, resulting in customer feedback that highlights an average time savings of one hour per employee each day. A sophisticated system for managing access rights ensures that sensitive data remains secure while being available only to authorized users. Permissions can be adjusted at multiple levels—individual, team, binder, project, and document—allowing for both flexibility and security. Additionally, the integration of email management into the shared workspace significantly elevates productivity and encourages effective collaboration among team members. This forward-thinking strategy not only streamlines communication but also optimizes the overall workflow, ultimately contributing to a more efficient and productive work environment. By harnessing the power of technology, SmartShare empowers teams to reach their full potential.

Media

Media

Integrations Supported

Microsoft Excel
Microsoft Exchange
ConnectWise Automate
ESET Cyber Security
Fortra Automate
GoSystem Tax RS
Lacerte
Microsoft Azure
Microsoft Outlook
Microsoft Power BI
Microsoft SharePoint
Precisely
SAP Cloud Platform
Salesforce
Systancia Workplace
Tenable One
UltraTax CS
VMware Cloud
Verizon Cloud

Integrations Supported

Microsoft Excel
Microsoft Exchange
ConnectWise Automate
ESET Cyber Security
Fortra Automate
GoSystem Tax RS
Lacerte
Microsoft Azure
Microsoft Outlook
Microsoft Power BI
Microsoft SharePoint
Precisely
SAP Cloud Platform
Salesforce
Systancia Workplace
Tenable One
UltraTax CS
VMware Cloud
Verizon Cloud

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Thomson Reuters

Company Location

United States

Company Website

tax.thomsonreuters.com/us/en/cs-professional-suite/workpapers-cs

Company Facts

Organization Name

EASI

Date Founded

1999

Company Location

Belgium

Company Website

easi.net/en/solutions/smartshare

Categories and 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

Categories and 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

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