Client Master Data

Shared Client data is the consistent and uniform set of identifiers and extended attributes that describes the core entities of the enterprise including customers, prospects, citizens, suppliers, sites, hierarchies, and chart of accounts.​​

Synchronize data for:
Service Area
Fiscal Year

Tax Return Workpapers

Currently Deployed – 1040, 1120, 1065 , SALT
Coming 2023 – 1041, 1120S,  Int’l
A common platform to standardize the compliance process & training
Flexible design allows both small and large corporate returns to be prepared using the same workpapers
Taxable Income computations are integrated with trial balance mapping (1120 only)
Provides a 360-degree view of the return without opening the tax preparation software
Standard book/tax difference computations included
Elimination of redundant data entry with one touch, seamless integration with CCH Axcess, ProSystem Scan (1040 only) and GoSystem Tax.
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