View our CCH ProSystem fx Workpaper Manager fact sheet.
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.
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.
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.
- 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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“With CCH ProSystem fx Workpaper Manager, we've made all of our accounting processes and files paperless. No more misplaced and worn documents! It's just so much faster — now just click a button, it's there.”
Mendi Hawkins, Tax Manager, Rebel Oil Company
“The combination of Wolters Kluwer tax compliance software and CCH ProSystem fx Workpaper Manager makes mapping our G/L effortless, one easy motion and you're done! I definitely like the functionality of Wolters Kluwer’s software products, but let me tell you what really stands out … the customer support. Every time I call Wolters Kluwer’s customer support, I receive an immediate answer from their software support experts. Being the sole user of the software within a small tax department means there are never enough hours in the day, so Wolters Kluwer’s customer support has proven to be an invaluable resource … and they have always been there when I need them!”
Jim Fiorenza, Tax Manager, Tidewater Inc.
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