Enhancements include new integration with source document processing that enables firms to transmit client source documents for UltraTax/1040 clients directly from a Workpapers CS engagement to Source Document Processing, which utilizes optical character recognition technology to organize and label workpapers, then deliver them directly to the correct folder in Workpapers CS.

There is also integration with NetClient CS that enables firms to drag and drop a client's source documents directly into the engagement binder using the File Exchange 
Documents Portlet.