Improve audit and accounting engagement workflows with the industry’s leading accounting working papers software. Intelligent reporting, real-time collaboration and better quality control in an all-in-one central platform.
Leverage SmartSync™ technology to enable different team members to collaborate in real-time on the same working paper file without ever needing to manage synchronization.
Use CaseView to build intelligent documents, including financial statements, reports and work programs based on your specific project needs or business requirements.
Link source documents and materials to reported information to provide easy and transparent reference and support documentation all in one central platform.
Import trial balance or general ledger details from over 60 accounting packages, Excel and ASCII, and export to tax packages and document management systems.
Create, assign and track issues and review notes, monitor to-do lists, and easily manage review and approval of completed activities using up to eight sign-offs.
Gain efficiency by leveraging Working Papers’ roll-forward capability, which takes your existing file and rolls forward identified information to the next year.