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#Caseware idea server selection trial#
Overall, the trial balance capabilities are generally not as comprehensive as dedicated systems, but the program can directly import trial balances from external systems and from tax programs. Other basic trial balance features include generation of client-ready financials and dynamic linking to accounts or external documents. Working Papers’ drag-and-drop mapping system makes working with client accounts very simple and allows for quick setup and customization of templates for new engagements while ensuring firm standardization.
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The system offers generous customization and security options, which allows managers and staff to set up personal dashboards that reflect user roles and preferences that can help streamline workflow processes.Ĭonsolidation and account work take place in an interface that resembles the expand and collapse Windows Explorer system, with the ability to easily combine client files and data from separate entities even while maintaining separate entities. It may be installed on the firm’s servers, in which case individual desktop/laptop installation is not required, with remote access capabilities only available if the system is used with Citrix or in conjunction with an ASP. Working Papers is traditionally installed on each individual desktop/laptop.