Automate Your Corporate Workflow Process with Workpaper Manager

  • Customers save time and up to 40% on their workpapers with Workpaper Manager
  • 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.
Learn more about going paperless and the best corporate workpaper management solution for corporate tax and accounting professionals to use.
Workpaper Manager can help you save time and gain the efficiency you need to get back to what matters most to you and your business.


Efficient Roll Forward

  • This time-saving feature allows you to instantly roll forward the entire binder with every workpaper and report in place.
  • With CCH® ProSystem fx® Workpaper Manager’s Roll Forward feature, you can:
    • Archive your prior period binder as the Roll Forward process creates a fresh binder copy for the next period with all trial balances and linked workpapers in place and automatically populated with current dates, account balances and variances.
    • Start with only next period notes in place and all sign offs removed as you begin to work in a new reporting period binder.
    • All workpapers are ready for team work and editing.

Save time

  • Versatile Trial Balance Functionality
  • Take advantage of the only trial balance system built using Microsoft® Excel® and Word technology on top of a powerful SQL database. With CCH® ProSystem fx® Workpaper Manager’s trial balance feature, you can:
    • Import trial balance data easily from virtually any general ledger system.
    • Select the account balance types and related journal entries you need for your company.
  • Instead, time can now be spent on meeting compliance deadlines and tax planning/strategy.


Integration saves time

  • ProSystem fx® Workpaper Manager integrates, ProSystem fx® Tax, Axcess Tax, Axcess Document, ProSystem fx® Document, Axcess Workstream and Axcess Portal to help you streamline federal, state and city tax compliance beginning with importing from your trial balance data, through calculation, review, printing and e-filing of returns.
Corporate Tax and Accounting Professionals need the best integrated corporate tax solution.
Corporate Tax and Accounting professionals provide strategic tax expertise with their business --various internal and external business stakeholders, so they need the best tax software to provide the most up to date and accurate information so they can grow, manage and protect their business. Workpaper Manager helps them gain efficiencies they need and let’s them get back to what matters most.

“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.

“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

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