Workpapers CS Integrations

Microsoft Word is a comprehensive AI-enhanced word processor built to help you create high-quality, professional documents with ease and precision. From academic research papers to business proposals, Word combines intelligent writing assistance, real-time collaboration, and cross-platform accessibility into one seamless experience. The built-in Copilot acts as your creative partner, turning short prompts into structured text, rewriting sections for clarity, or suggesting ideas to overcome writer’s block. The Microsoft Editor enhances every aspect of your writing—grammar, readability, tone, and conciseness—while providing actionable insights to improve your style. Integration with OneDrive ensures your work is automatically saved and synced across PC, Mac, iOS, Android, and the web, while Microsoft Defender and ransomware protection safeguard your files. With flexible plans under Microsoft 365, Word users gain access to premium features like Designer, Clipchamp, and Copilot refinements for personalized AI-powered creativity. Collaboration is effortless with real-time editing, commenting, and sharing capabilities that make teamwork more fluid and efficient. Designed for individuals, families, students, and professionals alike, Word supports modern workflows with voice dictation, accessibility tools, and customizable templates. The addition of Copilot transforms Word into more than a writing app—it’s an AI-driven productivity partner that helps you think, write, and present ideas beautifully. For over three decades, Word has remained the global standard for creating content that informs, inspires, and endures.

Microsoft Excel is the world’s most versatile data analysis and visualization platform, designed to help you make smarter decisions with clarity and precision. Whether you’re a student, entrepreneur, analyst, or enterprise professional, Excel enables you to transform raw numbers into actionable insights. Its powerful combination of formulas, charts, and PivotTables provides everything needed for modeling, tracking, and reporting. The introduction of Microsoft Copilot elevates Excel into an AI-driven assistant that can generate formulas, summarize data sets, and explain calculations in plain language. For more advanced users, Python in Excel opens up new horizons for data science and predictive analytics, all within a familiar spreadsheet interface. With cloud-based collaboration and version control, teams can coedit, share, and review data securely across devices. Excel’s integration with Word, PowerPoint, and Power BI makes it an essential hub for business intelligence and cross-functional workflows. Security features like Microsoft Defender and ransomware protection ensure your files remain safe from threats while maintaining compliance. Available across desktop, web, and mobile, Excel provides a unified experience wherever you work. For over three decades, Excel has empowered millions to calculate, visualize, and communicate with confidence—now reimagined with the power of AI.

Boost your efficiency with a professional-grade email and calendar solution designed for businesses. Exchange allows for seamless collaboration on crucial documents while providing an organized inbox that prioritizes important messages and adapts to your personal work style, enabling you to handle tasks with greater effectiveness. Enjoy a tailored inbox equipped with valuable features, alongside a more organized approach to managing and responding to emails. The enhanced search capabilities yield faster and more thorough results, and the integration of Add-ins presents robust customization options that connect you to modern services and internal business tools. Moreover, improve your scheduling experience with an advanced calendar system that goes beyond basic appointment management by automatically extracting information from emails, such as flight confirmations and hotel reservations, while also suggesting venues based on your geographical position. Microsoft Exchange Online serves as a reliable and secure hosted email solution for businesses, prioritizing the safeguarding of your data with sophisticated security protocols. When these powerful tools are combined, they create a streamlined workflow that not only enhances productivity but also inspires your team to think more creatively and collaborate more effectively. This innovative approach to communication and scheduling can significantly transform how your organization operates.

For customers who are not yet ready to move to the cloud, Office 2021 represents the most recent iteration of on-premises applications, which includes Word, Excel, PowerPoint, Project, Visio, Access, and Publisher. This suite enables users to create engaging presentations, design complex data models, and produce detailed reports, leveraging advanced features like PowerPoint Morph, new chart types in Excel, and improved inking capabilities across the different applications. Moreover, it enhances the management of time, emails, and contacts through functionalities such as the Focused Inbox, travel and delivery summary cards in Outlook, and Focus Mode in Word. These improvements allow users to maintain a more efficient workflow and boost productivity in their everyday tasks. Additionally, Office 2021 boasts a refined user interface that is designed to support both solo projects and teamwork, thereby enhancing the overall user experience. As a result, this version is particularly beneficial for businesses looking to optimize their operations without fully committing to cloud solutions.

Efficiently and confidently prepare tax returns with software that is celebrated for its intuitive design and sophisticated error-checking capabilities. Uncover the reasons behind ProSeries' enduring reputation as the leading choice for professional tax software, as it attracts over 60,000 users annually. Experience enhanced productivity on every return through integrated time-saving features that optimize your workflow. By clearly stating your requirements, you can quickly access the essential forms or sections for data entry. Enjoy a remarkable time savings of 23 minutes on each return by swiftly identifying which fields need your input, and effortlessly send client email requests with a single click. You can rest easy knowing your returns are precise, thanks to comprehensive diagnostic tools that promptly flag errors and guide you towards the necessary fixes. Customize a solution that fits seamlessly with your practice's specific needs and only pay for the functionalities you actually utilize. Moreover, explore our bundle options for significant cost reductions on each return processed. This is an excellent opportunity to enhance your tax preparation efficiency while boosting your overall productivity and client satisfaction. Ultimately, embracing these tools will not only streamline your workflow but also empower you to deliver more value to your clients.

Tackle even the most complex tax returns with confidence and efficiency. Serve a wide variety of clients by handling multistate filings, K-1 forms, consolidated corporations, and other intricate details with ease. The software enables the completion of crucial forms, including 1040, 1041, 1065, 1120, 1120S, 706, 709, 990, and 5500. Boost both precision and productivity through automated features that assist with calculations for depreciation, amortization, and debt forgiveness, among others. You can quickly access relevant guidance with just a click, ensuring that your workflow is consistently smooth. Speed up data entry processes with easy access to all forms, complemented by an intuitive worksheet-based design. Effortlessly track any pending client information and submit requests online with a single click, which can save you an estimated 23 minutes. Facilitate the automatic importation of tax data for partnerships, S-Corps, and fiduciary returns directly into individual filings or across business returns, leading to an impressive average time savings of 29 minutes. Depend on advanced diagnostics that automatically detect errors or omissions, providing an extra layer of confidence in your work. By taking this thorough approach, not only is the tax preparation process simplified, but it also significantly improves your overall service delivery to clients, resulting in higher satisfaction rates. This efficiency allows you to focus more on building relationships and less on administrative tasks.

Effortlessly enhance your business or professional tax preparation with the efficient features of Thomson Reuters UltraTax CS professional tax software. This all-inclusive solution covers a variety of federal, state, and local tax programs, including 1040 individual, 1120 corporate, 1065 partnership, 1041 for estates and trusts, along with multi-state returns. UltraTax CS seamlessly integrates with other Thomson Reuters offerings, like CS Professional Suite and Onvio cloud software, ensuring that no billable hours are lost to tedious manual tasks. Meet all your tax workflow needs with a customized, comprehensive solution built on cloud technology, improved data sharing, and a commitment to a paperless environment. You can view inputs, forms, prior year data, diagnostics, and more simultaneously across four different monitors. Moreover, each tax season can begin with a convenient checklist that automatically pulls your client's information from the last year's return, facilitating a smoother transition. The system also supports automatic linking of returns via Tax ID numbers, which significantly boosts both efficiency and accuracy during the tax preparation process. With UltraTax CS, you can confidently tackle any tax season challenges that come your way.

Thomson Reuters GoSystem Tax RS emerges as the premier selection for corporate tax departments, favored by the leading 100 CPA firms in the sector. Its adaptable design makes it suitable for the operational needs of firms of any scale. This multifaceted software supports clients in filing a range of returns, including multitiered consolidated corporate returns, life insurance returns that feature mixed group filings, and tax equalization returns. By functioning entirely online, it lowers maintenance expenses, alleviates storage issues, and offers confidence through consistent business continuity. It is adept at handling complex tax return procedures, especially those related to multitiered consolidated returns for corporations and partnerships. Teams can collaborate simultaneously on a single return, allowing each member to focus on their unique tasks without delay. Additionally, it protects your confidential information with multiple security measures, which include network security, virus defenses, and sophisticated encryption techniques. This all-encompassing strategy not only boosts efficiency but also encourages teamwork within tax departments, ultimately leading to improved overall performance and client satisfaction.

The CCH® ProSystem fx® suite offers a wide range of integrated tools designed for tax, accounting, audit, and workflow management, all accessible through a single award-winning platform. By leveraging these unified tax and accounting solutions, firms are able to greatly enhance their productivity and profitability. Created by specialists in tax and accounting research, CCH® ProSystem fx® has become the go-to option for numerous top accounting firms and businesses nationwide. This comprehensive solution not only boosts accuracy and efficiency but also fortifies client relationships, opening doors to new revenue opportunities. CCH® ProSystem fx® Tax efficiently handles a variety of federal and state returns, provides extensive electronic filing capabilities, and automates the creation of computations and reports. Furthermore, the suite enhances operational workflows through integrated services, which include document management, firm management, knowledge sharing, and client collaboration. It equips mid to large-sized firms with the tools needed to optimize their processes and workflows, thus improving overall effectiveness and efficiency. In a rapidly changing tax and accounting environment, the CCH® ProSystem fx® suite enables firms to be agile while maximizing their growth potential. This adaptability ensures that firms remain competitive and well-prepared for future challenges in the industry.