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Workpapers CS Workpapers CS icon

Introducing a completely new way to manage your workpapers, with real-time online collaboration and powerful tools for managing documents and data from a variety of sources. It's easier than ever to stay on top of your engagements and provide your clients with better service in less time.

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New Ways to Collaborate

Available as either a cloud-based or local installation, the single-interface, single-database structure of Workpapers CS puts the information you need at your fingertips. No syncing, no imports, no exports. Collaboration is easier than you ever thought possible and your information is always up to date.

The Workpapers Dashboard is easy to customize to the way you work and offers sophisticated multi-monitor support

The Workpapers Dashboard is easy to customize to the way you work and offers sophisticated multi-monitor support.

Efficient, Flexible Reporting Capabilities

Workpapers CS includes a wide variety of reporting options for the ultimate in flexibility. In addition to its powerful built-in trial balance reporting capabilities, it offers a powerful report and financial statement editor, as well as seamless integration with Microsoft Word and Excel. And it enables you to combine these features any way you choose to get exactly the results you need.

Powerful Staff Collaboration Tools

You can choose to give all team members simultaneous access to workpapers and the trial balance, and a sophisticated binder system makes it easy to assign, organize, and route workpapers. Extensive electronic signoff capabilities enable a fully paperless, cloud-based workflow.