Workpaper Management & Trial Balance
Workpapers CS offers you a better way to manage workpapers and perform trial balance calculations, including the ability to:
The preview window enables you to view a variety of workpaper types without opening them in their native applications.
- Process all types of live workpapers and link the balances to the trial balance
- Share workpapers, comments, and instructions with staff in real time
- Accommodate a variety of document types including Microsoft® Word®, Microsoft Excel®, and Adobe® Acrobat
- Simplify organization, assignment, and routing of workpapers with a simple, sophisticated binder system
- Manage workpapers more easily with a convenient tree structure that offers dynamic folder, subfolders, signoff notations, review notes, and a recycle bin
- Get real-time, dynamically updated work status and information with active dashboard portlets
- Simultaneously view balances, workpapers, reports, and more with support for multiple monitors. Link Microsoft Word and Microsoft Excel to the trial balance and get real-time, dynamic balance updates for spreadsheets and financial statements
- Expedite your engagements through rollforward (proforma) of prior-year workpapers with automated retrieval of current-year balances
- Add multiple workpapers at once using the Workpaper Wizard
- Create a bookmarked PDF of an engagement binder and send it to FileCabinet CS or to a location on a local computer
Even more capabilities are coming, including comprehensive integration with the CS Professional Suite, PPC’s SMART Practice Aids™ Audit Suite, and other Checkpoint Tools products
Contact Us
If you're ready to see what Workpapers CS could do for your firm, you can contact us now.