AssetWriter

AssetWriter

FinSoft
Workpapers CS

Workpapers CS

Thomson Reuters
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+

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About

AssetWriter field examination workpaper and write-up software is the world's most complete and widely used ABL Field Exam Software package for ABL due diligence (see our distinguished customer list). The add-on currency module supports international inputs to generate a consolidated output to any one currency. Now with a sophisticated graphing module that allows graphs to become part of the write-up and workpapers. It accepts data feeds from AssetReader Data Analysis software for less keying and less errors, making it the most integrated ABL package in the world. The "Template-Based" report setup lets users customize the look and content to current Lender needs while allowing future changes to be placed into the "Templates" to update older exams with ease.

About

Thomson Reuters Workpapers CS streamlines processes, offering instantaneous collaboration and the ability to manage documents and data from a variety of sources. Integrated research and tools combine with powerful reporting capabilities to deliver one solution for both guidance and engagement for your clients. Collaborate in real-time with your team through a single-interface, single-database structure without having to sync, import, or export information. Available as either a cloud-based or local installation, Workpapers CS puts the information you need at your fingertips, empowering you to make a positive impact on your clients’ businesses. A sophisticated binder system, extensive configurability, and power efficiency features make your work fast and easy. Import data from a spreadsheet, quickly and easily verify client balances and transfer to tax returns. Give all team members simultaneous access to tax work papers and the trial balance, with role-specific dashboards.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Anyone looking for a field examination workpaper software

Audience

Businesses and companies looking for a solution to manage tax workpaper and trial balance

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Company Information

FinSoft
Founded: 1996
United States
www.finsoft.net

Company Information

Thomson Reuters
United States
tax.thomsonreuters.com/us/en/cs-professional-suite/workpapers-cs

Alternatives

Write-Up

Write-Up

TJPS Software

Alternatives

Accounting Xpert

Accounting Xpert

Micronetics
UltraTax CS

UltraTax CS

Thomson Reuters
AssetReader

AssetReader

FinSoft
GoSystem Tax RS

GoSystem Tax RS

Thomson Reuters
EasyACCT

EasyACCT

Intuit

Categories

Commercial Loan Supported

Categories

Commercial Loan Features

Asset Management Not Supported
Audit Trail Supported
Complex Debt Structures Not Supported
Dashboard Not Supported
Document Management Supported
Exposure Management Not Supported
Lead Management Not Supported
Pipeline Management Not Supported
Risk Management Not Supported
Trend Analysis Supported

Integrations

CCH ProSystem fx Not Supported
GoSystem Tax RS Not Supported
Intuit ProSeries Tax Not Supported
Lacerte Not Supported
Microsoft Excel Not Supported
Microsoft Exchange Not Supported
Microsoft Office 2021 Not Supported
Microsoft Word Not Supported
UltraTax CS Not Supported

Integrations

CCH ProSystem fx Supported
GoSystem Tax RS Supported
Intuit ProSeries Tax Supported
Lacerte Supported
Microsoft Excel Supported
Microsoft Exchange Supported
Microsoft Office 2021 Supported
Microsoft Word Supported
UltraTax CS Supported
Claim AssetWriter and update features and information
Claim AssetWriter and update features and information
Claim Workpapers CS and update features and information
Claim Workpapers CS and update features and information