Wolters Kluwer
CCH® ProSystem fx® Workpaper Manager

Make your business' workpapers more powerful!

Take control of your workpapers.

View our CCH ProSystem fx Workpaper Manager fact sheet.

Take Control of Your Workpapers

CCH® ProSystem fx® Workpaper Manager supports better workflow by allowing your data to flow automatically into CCH® ProSystem fx® Tax and all related workpapers. And it is versatile enough to work for tax, accounting and finance departments.

KEY FEATURES

Managing multiple workpapers has never been easier.

  • Easily incorporate existing Microsoft® Word and Excel® workpapers into your electronic binder, complete with dynamic links.
  • Quickly roll forward an entire binder with a single mouse click.
  • Automate new projects with customized binder templates.

Save time, increase efficiency and fill in workflow gaps using CCH ProSystem fx Workpaper Manager. Makes easy work of organizing, sharing and managing all types of workpapers in their native format— including Microsoft® Excel®, Microsoft® Word, Microsoft® Outlook® and Adobe® PDF.

Analyze your team's workflow with digital dashboards.
Analyze Your Team's Workflow with Digital Dashboards

Organizing your data for tax compliance purposes will allow you to focus on important tax issues and planning. A variety of dashboards give you an at-a-glance overview of your entire team.

INCLUDED DASHBOARDS:

  • Workpaper Manager Today — Displays recently used binders, offers multiple sorting options, and identifies binders that are past due, have checked out workpapers, new notes or have not been synchronized in a week.
  • Binder Snapshot — Displays the current user’s workpapers and workpaper count, as well as notes and sign-off details in one convenient location.
  • Trial Balance Snapshot — Displays a digital dashboard for high-level financial data, ungrouped accounts, and out-of-balance status for the selected trial balance and grouping list.

The Top Three Reasons Your Peers Use CCH ProSystem fx Workpaper Manager


A digital workflow that triples your efficiency

Gain instant access to your existing workpapers in well-organized virtual binders. Streamline tracking, reporting, reviewing, signing off and archiving — for one user or many with digital dashboards and tickmarks exclusive to your business.

Time-consuming tasks transformed

Use template-driven binders to automate recurring financial and tax prep projects, including new functionality for fund reporting. For instance, when a critical item is changed, all related documents are instantly updated.

Robust authentication and security

CCH ProSystem fx Workpaper Manager’s secure environment lets you control who has access to your sensitive financial information. You can also easily obtain secure online sign-offs, lock down workpapers and share synchronized binders with remote users.


Professional and Client Services — Training and Consulting

Learn more about CCH ProSystem fx Workpaper Manager’s training and consulting offerings here.


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