Workpapers CS features

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Workpapers CS enables you to store and manage workpapers electronically, and much more.

Workpapers CS features & benefits

The following is a list of some of the significant features included in Workpapers CS.

  • Use multi-factor authentication to provide the highest level of security for your firm and client data.
  • Take advantage of the firm-level security features by setting up security groups for staff working in specific areas of the application and that require a password to open the firm database.
  • Modify security privileges to secure access to sensitive information by entire data-entry screens or by specific tabbed pages. For more information, enter "Security" in the search field on the application toolbar.
  • Limit staff access to selected clients, including the Firm client.
  • Tailor both group-level and staff-level security settings to specific engagement environments.

Convert client data from Creative Solutions Accounting (CSA), including general client information, Chart of Accounts data, engagement structure with workpapers and signoffs, and more.

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