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Ratings and Reviews 0 Ratings
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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 Wolters Kluwer Digital Tax Workflow?
Businesses that do not adopt a comprehensive digital tax workflow solution risk wasting precious time and may fail to meet their clients' expectations. A disjointed methodology, where some functions are automated while others depend on traditional, paper-based processes, creates significant inefficiencies. When different aspects of tax preparation operate independently, technology may hinder operations rather than facilitate them. Implementing automated tax workflow software optimizes the entire procedure from beginning to end, enabling team members to save valuable time and ensuring that clients, who often have tight schedules, remain pleased with the service. This accelerated process includes everything from gathering client source documents to performing reviews and securing necessary approvals, culminating in the essential final step of collecting payments. In the world of digital tax preparation, client data is imported electronically, assessments are carried out on-screen, and returns are signed and submitted digitally, which enhances the overall workflow. By eliminating tedious data entry and other antiquated manual tasks, tax workflow automation allows firms to boost their productivity while using fewer resources. As a result, embracing such technologies can lead to a remarkable improvement in both a firm's efficiency and its clients' satisfaction levels, ultimately contributing to long-term success. With the right tools in place, firms can not only keep pace with industry demands but also exceed client expectations.
Integrations Supported
CCH ProSystem fx
Candis
GoSystem Tax RS
Intuit ProSeries Tax
Lacerte
Microsoft Excel
Microsoft Exchange
Microsoft Office 2021
Microsoft Word
Oneview Healthcare
Integrations Supported
CCH ProSystem fx
Candis
GoSystem Tax RS
Intuit ProSeries Tax
Lacerte
Microsoft Excel
Microsoft Exchange
Microsoft Office 2021
Microsoft Word
Oneview Healthcare
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
Wolters Kluwer
Date Founded
1987
Company Location
United States
Company Website
www.wolterskluwer.com/en/solutions/tax-accounting-us/digital-tax-workflow
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 Planning
Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning
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