1.2.1 (Nov 27, 2020)

by Peter Wen

Tax Workpapers

We’re listening to our customers and starting to release key functions to get your Tax Workpapers & Workflows in order.

We’re starting with:

  • Workpaper references,
  • Tick and tie marks
  • Attach supporting schedules

Supporting Schedules. (File attachments everywhere)

At the moment, there is no limit to the file size or to total GBs.

Please use this feature as you see fit for your document management practices as it pertains to your workflow.  

We’d also love to hear from our early adopters, which features do you love, what features would you like to see?

Store client-level related files.
Select a file.
Within an ATB, store files related to that Trial Balance.
Store files on an individual account. Maybe a supporting schedule.