White Papers

Automating Business Tax Workflow

Using Engagement Products for Business Tax Workflow

In recent years, there has been a great deal of discussion among tax and accounting professionals about the need for firms to adopt an automated workflow. With this white paper, you can see how your firm can leverage workpapers and integrated online research to make better use of the tax professional's time and achieve greater efficiency by automating workflow.

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See also: Engagement CS

Checkpoint Tools and PPC's Smart Practice Aids in Virtual Office CS

Checkpoint, the tax and accounting profession's most efficient research platform, can easily be integrated into Virtual Office CS for convenient access to expert analysis and guidance. This product brief offers answers to some frequently asked questions about using Checkpoint Tools and PPC's SMART Practice Aids in the Virtual Office CS environment.

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See also: Virtual Office CS, Checkpoint Tools, and PPC's SMART PracticeAids

Now Available: The Mobile Tax and Accounting Office of the Future

Recent trends have shown a significant movement toward mobile computing—not only in the overall U.S. business community, but in the tax and accounting profession as well. This white paper can help you learn how to drive efficiencies in your firm and provide outstanding customer service by taking advantage of mobile technology.

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See also: Mobile Apps for the CS Professional Suite

Making the Leap to the Cloud

Is My Data Private and Secure?

This white paper covers the advantages of hosting your data off-site with a cloud computing provider. It goes over the basics of how cloud computing works, discusses security issues, and offers valuable tips than can help you choose a cloud computing provider.

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See also: Cloud Computing Options for the CS Professional Suite

Thomson Reuters Comprehensive Audit Suite

Leveraging Integration to Increase Efficiency and Ensure Compliance

This white paper offers guidance on how to streamline audit processes using Thomson Reuters integrated tools including, Engagement CS, Checkpoint® Tools, and PPC's SMART PracticeAids™. You'll see how to stay connected with integrated guidance, research, and workpaper management from anywhere to increase accuracy and standardize your audit process.

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See also: Engagement CS, Checkpoint Tools, and PPC's SMART PracticeAids

Implementing a Firm-Wide Portal Solution

This white paper covers the basics of secure client portal technology. It discusses how portals work, their benefits, how to get buy-in from your staff and clients, and suggested steps that your firm can take in order to implement portals as smoothly and effectively as possible.

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SaaS in the Tax and Accounting Profession

This white paper discusses the excitement about SaaS and offers important information to help determine if SaaS is the right direction for your firm. You'll learn what SaaS is, the benefits a SaaS platform brings, the factors to consider, the questions to ask, and the additional resources to review before making an educated decision.

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See also: SaaS for CS Professional Suite

Best Practices for Deploying Engagement CS in a Fieldwork Environment

The built-in collaboration tools in Engagement CS enable field staff to work simultaneously to complete engagements quickly. This white paper addresses key factors firms should consider before implementing Engagement CS in the field in order to achieve maximum workflow efficiency.

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See also: Engagement CS

Best Practices for Implementation and Setup of Practice CS in Small and Medium-sized Firms

This white paper provides detailed insight into recommended best practices for implementation of Practice CS, along with additional issues to consider prior to setting up this system for your firm. It can also benefit current users of Practice CS.

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See also: Practice CS

Implementing the Paperless Office

Best Practices offers a comprehensive, detailed look at how firms just like yours can move into the efficient world of paperless processing. It also offers information on using developing technologies to remain competitive in a rapidly changing profession.

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See also: FileCabinet CS

The Great American Payroll Opportunity

Written for accounting firms that may be considering payroll as an avenue to increased profits and overall firm growth, the paper outlines what the American payroll opportunity is all about, why it exists, and the keys to taking advantage of the payroll business.

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See also: Payroll Software & Services