On Demand Demos

These convenient demos offer a high-level overview of the CS Professional Suite products. If you'd like a more in-depth look at a particular product, or would like to learn more about selected features, we also offer more detailed demos and videos. Call an account representative at 800.968.8900 to learn more.

Workpapers CS

See how Workpapers CS gives you the ability to manage everything for your tax engagements in one place: how you can manage documents and data from multiple sources; how you can scan and automatically organize your client’s source documents; and how integration with the rest of the CS Professional Suite makes it a snap to share your data.

Workpapers CS and Source Document Processing: Improving Efficiency with Technology

Topics include scanning and organizing your client's source documents using the OCR process in Workpapers CS; how you can use the resulting data to populate the client's tax returns; how Workpapers CS helps reduce data entry time and errors. 

Workpapers CS for Audit

In this demo, you'll see how Workpapers CS, the latest addition to our accounting platform, can be used for your audit, review and even compilation clients. Workpapers CS offers a comprehensive trial balance, workpaper management options and integration with PPC SMART Practice Aids that will eliminate the need to update items in multiple places. Staff collaboration will also be enhanced, thanks to the ability for multiple people to be logged into a client--even the trial balance--at the same time.