Organize documents with the same tree structure as Windows Explorer. Comprehensive on-line help. Conform your file room, binders, Excel workpapers, and Word financial statements to firm standards. Create customized binders, Excel workpapers, and Word financial statement templates that link to the trial balance. Store as many templates as you like.
Templates Get up and running quickly with audit and tax binder templates.
Choose from over 50 Excel workpaper and Word financial statement templates, and customize them to your firm's standards. Laptop Access Instantly access every engagement binder from your laptop. Dramatically improve the process of sharing and reviewing workpapers and reports. Share up to the minute copies of engagement workpapers and review notes at the same time. Manage the entire engagement team from any location.