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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 Tax Series Software?

Our online Tax Series Software Suite is an innovative and easy-to-use solution that meets corporate tax obligations throughout the entire year, facilitating processes from beginning to end. With a sleek and user-friendly design, it promotes effortless collaboration and real-time monitoring at every stage, ensuring that tax management teams receive comprehensive assistance. The software's straightforward navigation enhances efficiency in tax return preparation, allowing users to maneuver through the system effortlessly. Additionally, the built-in data collection and provision features within the Tax Series significantly boost client productivity, helping them achieve optimal outcomes with reduced effort. This comprehensive tool is designed to manage global provision calculations effectively and transparently, addressing the pressing deadlines that corporations encounter under SEC regulations. By streamlining intricate tasks, this software enables businesses to concentrate on strategic initiatives rather than becoming overwhelmed by compliance obligations. Ultimately, the Tax Series Software Suite stands as a vital resource for organizations aiming to optimize their tax management processes and enhance overall operational effectiveness.

Media

Media

Integrations Supported

CCH ProSystem fx
GoSystem Tax RS
Intuit ProSeries Tax
Lacerte
Microsoft Excel
Microsoft Exchange
Microsoft Office 2021
Microsoft Word
UltraTax CS

Integrations Supported

CCH ProSystem fx
GoSystem Tax RS
Intuit ProSeries Tax
Lacerte
Microsoft Excel
Microsoft Exchange
Microsoft Office 2021
Microsoft Word
UltraTax CS

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

Tax Technologies

Date Founded

2000

Company Location

United States

Company Website

www.taxtechnologies.com/Pages/TaxSeries/Software.aspx

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

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

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