"

Estimated reading time: 0 minutes, 48 seconds

Thomson Readies Tax Workpaper Tool

Scott FleszarThe Tax & Accounting business of Thomson Reuters is preparing to launch Workpaper CS next year. The application would enable firms to organize tax engagements into binders in the same way that audit engagement applications let professionals do the same with audit workpapers. Workpaper CS will be available in both on-promise and cloud form.

"This product is designed to route work papers and let users make notes on them and be able to edit them," says Scott Fleszar, the unit's VP of strategic marketing. "You are able to focus on that particular client, manage all the documents that go into preparing tax returns, route them to individuals and keep them organized and keep in the field." While there are several audit workpaper applications out, tax workpaper products are much rarer. One of the few is SurePrep's 1040Scan Organize.

Fleszar says the Thomson entry would be used not only for business tax engagements but also for 1040 engagements for higher net worth clients...

 

Read 5986 times
Rate this item
(0 votes)

Visit other PMG Sites:

Template Settings

Color

For each color, the params below will give default values
Tomato Green Blue Cyan Dark_Red Dark_Blue

Body

Background Color
Text Color

Header

Background Color

Footer

Select menu
Google Font
Body Font-size
Body Font-family
Direction
PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.